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Summit Global Investments’s SmartFinancial SMBK Stock Holding History

Summit Global Investments’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 		$212K Buy
+4,509
New +$192K 0.01% 507

Other funds holding SMBK

SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AF
AGP Franklin Franklin, Tennessee $231M AUM 41.81% 1-Year Est. Return

Summit Global Investments's SMBK Position: Q2 2026 in Review

Summit Global Investments opened a new position in SmartFinancial (SMBK) in Q2 2026: 4,509 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #507 among its holdings.

38 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • Summit Global Investments held 4,509 shares of SmartFinancial worth $212K as of Q2 2026.
  • SmartFinancial was a new Summit Global Investments position in Q2 2026.
  • SmartFinancial made up 0.01% of Summit Global Investments's portfolio in Q2 2026, its #507 holding.
  • 38 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.