Squarepoint
SMBK icon

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
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
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