SIG
SMBK icon

Stonegate Investment Group’s SmartFinancial SMBK Stock Holding History

Stonegate Investment Group’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
2025
Q3 		$418K Hold
11,690
– – 0.01% 271
2025
Q2 		$395K Hold
11,690
– – 0.01% 270
2025
Q1 		$363K Buy
11,690
+348
+3% +$11.6K 0.01% 261
2024
Q4 		$351K Buy
+11,342
New +$375K 0.01% 248

Other funds holding SMBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CCA
Cravens & Co Advisors Cookeville, Tennessee $154M AUM 17.67% 1-Year Est. Return

Stonegate Investment Group's SMBK Position: Q3 2025 in Review

Stonegate Investment Group held its SmartFinancial (SMBK) position steady in Q3 2025 at 11,690 shares worth $418K. The position accounts for 0.01% of the portfolio, ranked #271.

Stonegate Investment Group first reported a position in SMBK in Q4 2024 and has held it in 4 quarters since. 160 funds tracked by Wall St. Rank hold SMBK as of Q3 2025.

  • Stonegate Investment Group held 11,690 shares of SmartFinancial worth $418K as of Q3 2025.
  • Stonegate Investment Group left its SmartFinancial share count unchanged in Q3 2025.
  • SmartFinancial made up 0.01% of Stonegate Investment Group's portfolio in Q3 2025, its #271 holding.
  • Stonegate Investment Group first reported a position in SmartFinancial in Q4 2024 and has held it in 4 quarters since.
  • 160 funds tracked by Wall St. Rank held SmartFinancial as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.