Sterling Capital Management’s SmartFinancial SMBK Stock Holding History

Sterling Capital 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	$12.5K	Sell	267 -166	-38%	-$7.05K	﹤0.01%	2105
2026 Q1	$16.9K	Sell	433 -283	-40%	-$11.2K	﹤0.01%	2100
2025 Q4	$26.5K	Sell	716 -120	-14%	-$4.34K	﹤0.01%	2079
2025 Q3	$29.9K	Buy	836 +505	+153%	+$18.1K	﹤0.01%	1956
2025 Q2	$11.2K	Buy	331 +57	+21%	+$1.76K	﹤0.01%	2057
2025 Q1	$8.52K	Sell	274 -236	-46%	-$7.84K	﹤0.01%	1919
2024 Q4	$15.8K	Buy	510 +452	+779%	+$15K	﹤0.01%	1950
2024 Q3	$1.69K	Buy	+58	New	+$1.6K	﹤0.01%	2260

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

Sterling Capital Management's SMBK Position: Q2 2026 in Review

Sterling Capital Management reduced its SmartFinancial (SMBK) stake by 38% in Q2 2026, selling an estimated $7.05K and leaving 267 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2105.

Sterling Capital Management first reported a position in SMBK in Q3 2024 and has held it in 8 quarters since. The position peaked at $29.9K in Q3 2025. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

Sterling Capital Management held 267 shares of SmartFinancial worth $12.5K as of Q2 2026.
Sterling Capital Management sold 166 SmartFinancial shares in Q2 2026, an estimated $7.05K.
SmartFinancial made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #2105 holding.
Sterling Capital Management first reported a position in SmartFinancial in Q3 2024 and has held it in 8 quarters since.
Sterling Capital Management's SmartFinancial position peaked at $29.9K in Q3 2025.
185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.