Squarepoint’s SmartFinancial SMBK Stock Holding History

Squarepoint’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	$724K	Buy	15,439 +7,965	+107%	+$338K	﹤0.01%	3146
2026 Q1	$292K	Buy	+7,474	New	+$295K	﹤0.01%	3737
2025 Q3	–	Sell	-18,527	Closed	-$626K	–	4940
2025 Q2	$626K	Sell	18,527 -4,804	-21%	-$148K	﹤0.01%	3081
2025 Q1	$725K	Buy	23,331 +14,383	+161%	+$478K	﹤0.01%	2941
2024 Q4	$277K	Buy	+8,948	New	+$296K	﹤0.01%	4212
2021 Q3	–	Sell	-8,874	Closed	-$213K	–	3383
2021 Q2	$213K	Buy	+8,874	New	+$209K	﹤0.01%	2784
2020 Q2	–	Sell	-15,461	Closed	-$235K	–	2499
2020 Q1	$235K	Sell	15,461 -738	-5%	-$14.5K	0.01%	1403
2019 Q4	$383K	Buy	+16,199	New	+$356K	﹤0.01%	1912

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

Squarepoint's SMBK Position: Q2 2026 in Review

Squarepoint increased its SmartFinancial (SMBK) stake by 107% in Q2 2026, buying an estimated $338K and bringing the position to 15,439 shares worth $724K. The position accounts for ﹤0.01% of the portfolio, ranked #3146.

Squarepoint first reported a position in SMBK in Q4 2019 and has held it in 8 quarters since. The position peaked at $725K in Q1 2025. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

Squarepoint held 15,439 shares of SmartFinancial worth $724K as of Q2 2026.
Squarepoint bought 7,965 SmartFinancial shares in Q2 2026, an estimated $338K.
SmartFinancial made up ﹤0.01% of Squarepoint's portfolio in Q2 2026, its #3146 holding.
Squarepoint first reported a position in SmartFinancial in Q4 2019 and has held it in 8 quarters since.
Squarepoint's SmartFinancial position peaked at $725K in Q1 2025.
185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Squarepoint's 13F filing for Q2 2026, filed 14 Aug 2026.