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Smartleaf Asset Management’s SmartFinancial SMBK Stock Holding History

Smartleaf Asset Management’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 		$8.58K Hold
182
– – ﹤0.01% 2426
2026
Q1 		$7.04K Hold
182
– – ﹤0.01% 2490
2025
Q4 		$6.75K Hold
182
– – ﹤0.01% 2576
2025
Q3 		$6.52K Buy
+182
New +$6.51K ﹤0.01% 2285
2025
Q2 		– Sell
-182
Closed -$5.68K – 2953
2025
Q1 		$5.68K Hold
182
– – ﹤0.01% 2145
2024
Q4 		$5.67K Buy
182
+121
+198% +$4K ﹤0.01% 2205
2024
Q3 		$1.75K Buy
+61
New +$1.68K ﹤0.01% 2519

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
American Century Companies
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
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

Smartleaf Asset Management's SMBK Position: Q2 2026 in Review

Smartleaf Asset Management held its SmartFinancial (SMBK) position steady in Q2 2026 at 182 shares worth $8.58K. The position accounts for ﹤0.01% of the portfolio, ranked #2426.

Smartleaf Asset Management first reported a position in SMBK in Q3 2024 and has held it in 7 quarters since. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • Smartleaf Asset Management held 182 shares of SmartFinancial worth $8.58K as of Q2 2026.
  • Smartleaf Asset Management left its SmartFinancial share count unchanged in Q2 2026.
  • SmartFinancial made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #2426 holding.
  • Smartleaf Asset Management first reported a position in SmartFinancial in Q3 2024 and has held it in 7 quarters since.
  • 185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.