Simplex Trading
SMBK icon

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
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
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