Qube Research & Technologies (QRT)
SMBK icon

Qube Research & Technologies (QRT)’s SmartFinancial SMBK Stock Holding History

Qube Research & Technologies (QRT)’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 		$4.45M Buy
113,748
+10,331
+10% +$408K ﹤0.01% 1729
2025
Q4 		$3.83M Buy
103,417
+39,898
+63% +$1.44M ﹤0.01% 1923
2025
Q3 		$2.27M Buy
63,519
+36,476
+135% +$1.31M ﹤0.01% 2182
2025
Q2 		$914K Buy
27,043
+11,752
+77% +$363K ﹤0.01% 2498
2025
Q1 		$475K Buy
+15,291
New +$508K ﹤0.01% 2565
2024
Q3 		– Sell
-9,935
Closed -$235K – 4034
2024
Q2 		$235K Sell
9,935
-541
-5% -$11.7K ﹤0.01% 2384
2024
Q1 		$221K Buy
10,476
+7,442
+245% +$164K ﹤0.01% 2970
2023
Q4 		$74.3K Buy
+3,034
New +$67.1K ﹤0.01% 3191

Other funds holding SMBK

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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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return