Principal Financial Group
SMBK icon

Principal Financial Group’s SmartFinancial SMBK Stock Holding History

Principal Financial Group’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
Q3 		– Sell
-19,355
Closed -$908K – 2303
2026
Q2 		$908K Buy
19,355
+1,231
+7% +$52.3K ﹤0.01% 1955
2026
Q1 		$708K Buy
+18,124
New +$716K ﹤0.01% 1992

Other funds holding SMBK

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
North Reef Capital Management
North Reef Capital Management Laguna Beach, California $2.78B AUM 0.6% 1-Year Est. Return
Cravens & Co Advisors
Cravens & Co Advisors Cookeville, Tennessee $147M AUM 14.07% 1-Year Est. Return

Principal Financial Group's SMBK Position: Q3 2026 in Review

Principal Financial Group sold out of SmartFinancial (SMBK) in Q3 2026, closing a stake of 19,355 shares — an estimated $908K sold.

Principal Financial Group first reported a position in SMBK in Q1 2026 and held it in 2 quarters. The position peaked at $908K in Q2 2026. 143 funds tracked by Wall St. Rank hold SMBK as of Q3 2026.

  • Principal Financial Group reported no remaining SmartFinancial position as of Q3 2026 after selling out during the quarter.
  • Principal Financial Group sold 19,355 SmartFinancial shares in Q3 2026, an estimated $908K.
  • Principal Financial Group first reported a position in SmartFinancial in Q1 2026 and held it in 2 quarters.
  • Principal Financial Group's SmartFinancial position peaked at $908K in Q2 2026.
  • 143 funds tracked by Wall St. Rank held SmartFinancial as of Q3 2026.

Based on Principal Financial Group's 13F filing for Q3 2026, filed 2 Nov 2026.