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Parkside Financial Bank & Trust’s SmartFinancial SMBK Stock Holding History

Parkside Financial Bank & Trust’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
2025
Q2 		– Sell
-15
Closed -$467 – 2975
2025
Q1 		$467 Buy
+15
New +$499 ﹤0.01% 2440

Other funds holding SMBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCA
Cravens & Co Advisors Cookeville, Tennessee $154M AUM 17.67% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Parkside Financial Bank & Trust's SMBK Position: Q2 2025 in Review

Parkside Financial Bank & Trust sold out of SmartFinancial (SMBK) in Q2 2025, closing a stake of 15 shares — an estimated $467 sold.

Parkside Financial Bank & Trust first reported a position in SMBK in Q1 2025 and held it in 1 quarter. The position peaked at $467 in Q1 2025. 151 funds tracked by Wall St. Rank hold SMBK as of Q2 2025.

  • Parkside Financial Bank & Trust reported no remaining SmartFinancial position as of Q2 2025 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 15 SmartFinancial shares in Q2 2025, an estimated $467.
  • Parkside Financial Bank & Trust first reported a position in SmartFinancial in Q1 2025 and held it in 1 quarter.
  • Parkside Financial Bank & Trust's SmartFinancial position peaked at $467 in Q1 2025.
  • 151 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2025, filed 7 Aug 2025.