SG Americas Securities
SMBK icon

SG Americas Securities’s SmartFinancial SMBK Stock Holding History

SG Americas Securities’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 		$539K Sell
13,785
-20,822
-60% -$823K ﹤0.01% 2138
2025
Q4 		$1.28M Buy
34,607
+30,769
+802% +$1.11M ﹤0.01% 1805
2025
Q3 		$137K Sell
3,838
-785
-17% -$28.1K ﹤0.01% 2946
2025
Q2 		$156K Sell
4,623
-3,473
-43% -$107K ﹤0.01% 2418
2025
Q1 		$252K Buy
8,096
+804
+11% +$26.7K ﹤0.01% 2361
2024
Q4 		$226K Buy
7,292
+1,771
+32% +$58.6K ﹤0.01% 2037
2024
Q3 		$161K Buy
+5,521
New +$152K ﹤0.01% 2667
2024
Q2 		– Sell
-5,845
Closed -$123K – 3271
2024
Q1 		$123K Sell
5,845
-3,071
-34% -$67.9K ﹤0.01% 2390
2023
Q4 		$218K Buy
8,916
+1,474
+20% +$32.6K ﹤0.01% 2086
2023
Q3 		$159K Buy
+7,442
New +$172K ﹤0.01% 2460
2023
Q2 		– Sell
-5,828
Closed -$135K – 3085
2023
Q1 		$135K Sell
5,828
-797
-12% -$20.8K ﹤0.01% 2714
2022
Q4 		$182K Buy
6,625
+1,798
+37% +$50.5K ﹤0.01% 2269
2022
Q3 		$119K Sell
4,827
-1,278
-21% -$32.2K ﹤0.01% 2730
2022
Q2 		$147K Buy
+6,105
New +$152K ﹤0.01% 2884
2022
Q1 		– Sell
-4,206
Closed -$115K – 3387
2021
Q4 		$115K Sell
4,206
-5,196
-55% -$138K ﹤0.01% 3008
2021
Q3 		$243K Buy
+9,402
New +$232K ﹤0.01% 3094
2020
Q3 		– Sell
-7,514
Closed -$122K – 3378
2020
Q2 		$122K Buy
+7,514
New +$110K ﹤0.01% 3237

Other funds holding SMBK

BlackRock
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