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 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 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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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