Simplex Trading’s SmartFinancial SMBK Stock Holding History

Simplex Trading’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 Q2	–	Sell	-93	Closed	-$3.63K	–	10226
2026 Q1	$3.63K	Sell	93 -18	-16%	-$711	﹤0.01%	8083
2025 Q4	$4.11K	Buy	+111	New	+$4.02K	﹤0.01%	7528
2023 Q2	–	Sell	-300	Closed	-$6.55K	–	9869
2023 Q1	$6K	Buy	+300	New	+$7.82K	﹤0.01%	7941
2021 Q2	–	Sell	-87	Closed	-$1K	–	10649
2021 Q1	$1K	Sell	87 -496	-85%	-$10.5K	﹤0.01%	8580
2020 Q4	$10K	Sell	583 -532	-48%	-$8.76K	﹤0.01%	7428
2020 Q3	$15K	Buy	+1,115	New	+$15.8K	﹤0.01%	6566

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

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

PCMF

Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 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

Simplex Trading's SMBK Position: Q2 2026 in Review

Simplex Trading sold out of SmartFinancial (SMBK) in Q2 2026, closing a stake of 93 shares — an estimated $3.63K sold.

Simplex Trading first reported a position in SMBK in Q3 2020 and held it in 6 quarters. The position peaked at $15K in Q3 2020. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

Simplex Trading reported no remaining SmartFinancial position as of Q2 2026 after selling out during the quarter.
Simplex Trading sold 93 SmartFinancial shares in Q2 2026, an estimated $3.63K.
Simplex Trading first reported a position in SmartFinancial in Q3 2020 and held it in 6 quarters.
Simplex Trading's SmartFinancial position peaked at $15K in Q3 2020.
185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Simplex Trading's 13F filing for Q2 2026, filed 12 Aug 2026.