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Parallel Advisors’s SmartFinancial SMBK Stock Holding History

Parallel Advisors’s Portfolio SMBK Stock Details SMBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.7K Buy
+313
New +$13.3K ﹤0.01% 2769
2025
Q1 		– Sell
-8
Closed -$248 – 3650
2024
Q4 		$248 Buy
+8
New +$265 ﹤0.01% 3348

Other funds holding SMBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Parallel Advisors's SMBK Position: Q2 2026 in Review

Parallel Advisors opened a new position in SmartFinancial (SMBK) in Q2 2026: 313 shares worth $14.7K. The stake represents ﹤0.01% of the portfolio and ranks #2769 among its holdings. This is a return to the name: Parallel Advisors previously reported a position in SMBK as recently as Q4 2024.

Parallel Advisors first reported a position in SMBK in Q4 2024 and has held it in 2 quarters since. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • Parallel Advisors held 313 shares of SmartFinancial worth $14.7K as of Q2 2026.
  • SmartFinancial was a new Parallel Advisors position in Q2 2026.
  • SmartFinancial made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #2769 holding.
  • Parallel Advisors first reported a position in SmartFinancial in Q4 2024 and has held it in 2 quarters since.
  • 185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.