Quarry LP’s SmartFinancial SMBK Stock Holding History

Quarry LP’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 Q1	–	Sell	-50	Closed	-$1.85K	–	2175
2025 Q4	$1.85K	Buy	+50	New	+$1.81K	﹤0.01%	1908

Other funds holding SMBK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCMF

Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Quarry LP's SMBK Position: Q1 2026 in Review

Quarry LP sold out of SmartFinancial (SMBK) in Q1 2026, closing a stake of 50 shares — an estimated $1.85K sold.

Quarry LP first reported a position in SMBK in Q4 2025 and held it in 1 quarter. The position peaked at $1.85K in Q4 2025. 175 funds tracked by Wall St. Rank hold SMBK as of Q1 2026.

Quarry LP reported no remaining SmartFinancial position as of Q1 2026 after selling out during the quarter.
Quarry LP sold 50 SmartFinancial shares in Q1 2026, an estimated $1.85K.
Quarry LP first reported a position in SmartFinancial in Q4 2025 and held it in 1 quarter.
Quarry LP's SmartFinancial position peaked at $1.85K in Q4 2025.
175 funds tracked by Wall St. Rank held SmartFinancial as of Q1 2026.

Based on Quarry LP's 13F filing for Q1 2026, filed 15 May 2026.