Truist Financial
SMBK icon

Truist Financial’s SmartFinancial SMBK Stock Holding History

Truist Financial’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
Q3 		$715K Buy
14,415
+21
+0.1% +$1.06K ﹤0.01% 1980
2026
Q2 		$675K Buy
14,394
+26
+0.2% +$1.1K ﹤0.01% 2009
2026
Q1 		$562K Buy
14,368
+24
+0.2% +$949 ﹤0.01% 2015
2025
Q4 		$531K Sell
14,344
-4,997
-26% -$181K ﹤0.01% 2014
2025
Q3 		$691K Buy
19,341
+37
+0.2% +$1.32K ﹤0.01% 1851
2025
Q2 		$652K Buy
19,304
+76
+0.4% +$2.35K ﹤0.01% 1823
2025
Q1 		$598K Buy
19,228
+37
+0.2% +$1.23K ﹤0.01% 1776
2024
Q4 		$595K Buy
19,191
+37
+0.2% +$1.22K ﹤0.01% 1774
2024
Q3 		$558K Sell
19,154
-1,439
-7% -$39.6K ﹤0.01% 1801
2024
Q2 		$487K Buy
20,593
+58
+0.3% +$1.26K ﹤0.01% 1988
2024
Q1 		$433K Buy
20,535
+59
+0.3% +$1.3K ﹤0.01% 2056
2023
Q4 		$501K Buy
20,476
+62
+0.3% +$1.37K ﹤0.01% 1965
2023
Q3 		$436K Buy
20,414
+57
+0.3% +$1.32K ﹤0.01% 1991
2023
Q2 		$438K Buy
20,357
+61
+0.3% +$1.33K ﹤0.01% 2023
2023
Q1 		$470K Buy
20,296
+49
+0.2% +$1.28K ﹤0.01% 2019
2022
Q4 		$557K Buy
20,247
+38
+0.2% +$1.07K ﹤0.01% 1881
2022
Q3 		$499K Buy
20,209
+44
+0.2% +$1.11K ﹤0.01% 1817
2022
Q2 		$488K Buy
20,165
+44
+0.2% +$1.09K ﹤0.01% 1918
2022
Q1 		$515K Sell
20,121
-3,042
-13% -$80.5K ﹤0.01% 1986
2021
Q4 		$634K Buy
23,163
+36
+0.2% +$954 ﹤0.01% 1888
2021
Q3 		$598K Buy
23,127
+39
+0.2% +$963 ﹤0.01% 1899
2021
Q2 		$555K Buy
23,088
+42
+0.2% +$989 ﹤0.01% 1972
2021
Q1 		$499K Buy
23,046
+46
+0.2% +$971 ﹤0.01% 1968
2020
Q4 		$417K Buy
23,000
+47
+0.2% +$774 ﹤0.01% 1947
2020
Q3 		$312K Sell
22,953
-43
-0.2% -$608 ﹤0.01% 1998
2020
Q2 		$372K Buy
22,996
+53
+0.2% +$775 ﹤0.01% 1793
2020
Q1 		$349K Buy
22,943
+38
+0.2% +$746 ﹤0.01% 1769
2019
Q4 		$541K Buy
+22,905
New +$504K ﹤0.01% 1805

Other funds holding SMBK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Cravens & Co Advisors
Cravens & Co Advisors Cookeville, Tennessee $147M AUM 14.07% 1-Year Est. Return
CSM Advisors
CSM Advisors Warrendale, Pennsylvania $4.64B AUM 32.55% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Truist Financial's SMBK Position: Q3 2026 in Review

Truist Financial increased its SmartFinancial (SMBK) stake by 0.15% in Q3 2026, buying an estimated $1.06K and bringing the position to 14,415 shares worth $715K. The position accounts for ﹤0.01% of the portfolio, ranked #1980.

Truist Financial first reported a position in SMBK in Q4 2019 and has held it in 28 quarters since. 129 funds tracked by Wall St. Rank hold SMBK as of Q3 2026.

  • Truist Financial held 14,415 shares of SmartFinancial worth $715K as of Q3 2026.
  • Truist Financial bought 21 SmartFinancial shares in Q3 2026, an estimated $1.06K.
  • SmartFinancial made up ﹤0.01% of Truist Financial's portfolio in Q3 2026, its #1980 holding.
  • Truist Financial first reported a position in SmartFinancial in Q4 2019 and has held it in 28 quarters since.
  • 129 funds tracked by Wall St. Rank held SmartFinancial as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.