RS
SMBK icon

R Squared’s SmartFinancial SMBK Stock Holding History

R Squared’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
-8,875
Closed -$328K – 653
2025
Q4 		$328K Sell
8,875
-7,956
-47% -$288K 0.15% 206
2025
Q3 		$601K Buy
+16,831
New +$602K 0.26% 109
2025
Q1 		– Sell
-155
Closed -$4.8K – 1313
2024
Q4 		$4.8K Buy
+155
New +$5.13K ﹤0.01% 1324

Other funds holding SMBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

R Squared's SMBK Position: Q1 2026 in Review

R Squared sold out of SmartFinancial (SMBK) in Q1 2026, closing a stake of 8,875 shares — an estimated $328K sold.

R Squared first reported a position in SMBK in Q4 2024 and held it in 3 quarters. The position peaked at $601K in Q3 2025. 175 funds tracked by Wall St. Rank hold SMBK as of Q1 2026.

  • R Squared reported no remaining SmartFinancial position as of Q1 2026 after selling out during the quarter.
  • R Squared sold 8,875 SmartFinancial shares in Q1 2026, an estimated $328K.
  • R Squared first reported a position in SmartFinancial in Q4 2024 and held it in 3 quarters.
  • R Squared's SmartFinancial position peaked at $601K in Q3 2025.
  • 175 funds tracked by Wall St. Rank held SmartFinancial as of Q1 2026.

Based on R Squared's 13F filing for Q1 2026, filed 29 Apr 2026.