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Susquehanna Portfolio Strategies’s SmartFinancial SMBK Stock Holding History

Susquehanna Portfolio Strategies’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 		$373K Hold
9,545
– – 0.01% 809
2025
Q4 		$353K Sell
9,545
-1,800
-16% -$65.2K 0.01% 850
2025
Q3 		$405K Buy
11,345
+1,800
+19% +$64.4K 0.01% 870
2025
Q2 		$322K Buy
+9,545
New +$295K 0.01% 746

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

Susquehanna Portfolio Strategies's SMBK Position: Q1 2026 in Review

Susquehanna Portfolio Strategies held its SmartFinancial (SMBK) position steady in Q1 2026 at 9,545 shares worth $373K. The position accounts for 0.01% of the portfolio, ranked #809.

Susquehanna Portfolio Strategies first reported a position in SMBK in Q2 2025 and has held it in 4 quarters since. The position peaked at $405K in Q3 2025. 175 funds tracked by Wall St. Rank hold SMBK as of Q1 2026.

  • Susquehanna Portfolio Strategies held 9,545 shares of SmartFinancial worth $373K as of Q1 2026.
  • Susquehanna Portfolio Strategies left its SmartFinancial share count unchanged in Q1 2026.
  • SmartFinancial made up 0.01% of Susquehanna Portfolio Strategies's portfolio in Q1 2026, its #809 holding.
  • Susquehanna Portfolio Strategies first reported a position in SmartFinancial in Q2 2025 and has held it in 4 quarters since.
  • Susquehanna Portfolio Strategies's SmartFinancial position peaked at $405K in Q3 2025.
  • 175 funds tracked by Wall St. Rank held SmartFinancial as of Q1 2026.

Based on Susquehanna Portfolio Strategies's 13F filing for Q1 2026, filed 15 May 2026.