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PMC FIG Opportunities’s SmartFinancial SMBK Stock Holding History

PMC FIG Opportunities’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
Q4 		– Sell
-23,124
Closed -$826K – 39
2025
Q3 		$826K Sell
23,124
-33,819
-59% -$1.21M 1.25% 28
2025
Q2 		$1.92M Buy
56,943
+33,843
+147% +$1.04M 2.84% 16
2025
Q1 		$718K Sell
23,100
-2,542
-10% -$84.5K 1.75% 20
2024
Q4 		$794K Sell
25,642
-14,827
-37% -$491K 2.01% 18
2024
Q3 		$1.18M Buy
40,469
+17,742
+78% +$489K 1.82% 21
2024
Q2 		$538K Buy
+22,727
New +$492K 0.81% 30

Other funds holding SMBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
CCA
Cravens & Co Advisors Cookeville, Tennessee $149M AUM 17.37% 1-Year Est. Return

PMC FIG Opportunities's SMBK Position: Q4 2025 in Review

PMC FIG Opportunities sold out of SmartFinancial (SMBK) in Q4 2025, closing a stake of 23,124 shares — an estimated $826K sold.

PMC FIG Opportunities first reported a position in SMBK in Q2 2024 and held it in 6 quarters. The position peaked at $1.92M in Q2 2025. 166 funds tracked by Wall St. Rank hold SMBK as of Q4 2025.

  • PMC FIG Opportunities reported no remaining SmartFinancial position as of Q4 2025 after selling out during the quarter.
  • PMC FIG Opportunities sold 23,124 SmartFinancial shares in Q4 2025, an estimated $826K.
  • PMC FIG Opportunities first reported a position in SmartFinancial in Q2 2024 and held it in 6 quarters.
  • PMC FIG Opportunities's SmartFinancial position peaked at $1.92M in Q2 2025.
  • 166 funds tracked by Wall St. Rank held SmartFinancial as of Q4 2025.

Based on PMC FIG Opportunities's 13F filing for Q4 2025, filed 17 Feb 2026.