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Steven Cohen’s SmartFinancial SMBK Stock Holding History

Steven Cohen’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 		– Sell
-10,766
Closed -$421K – 4534
2026
Q1 		$421K Sell
10,766
-5,336
-33% -$211K ﹤0.01% 3198
2025
Q4 		$596K Buy
+16,102
New +$583K ﹤0.01% 3153

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 $59.9B AUM 27.01% 1-Year Est. Return

Steven Cohen's SMBK Position: Q2 2026 in Review

Steven Cohen sold out of SmartFinancial (SMBK) in Q2 2026, closing a stake of 10,766 shares — an estimated $421K sold.

Steven Cohen first reported a position in SMBK in Q4 2025 and held it in 2 quarters. The position peaked at $596K in Q4 2025. 184 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • Steven Cohen reported no remaining SmartFinancial position as of Q2 2026 after selling out during the quarter.
  • Steven Cohen sold 10,766 SmartFinancial shares in Q2 2026, an estimated $421K.
  • Steven Cohen first reported a position in SmartFinancial in Q4 2025 and held it in 2 quarters.
  • Steven Cohen's SmartFinancial position peaked at $596K in Q4 2025.
  • 184 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Point72 Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.