UBS AM
SMBK icon

UBS AM’s SmartFinancial SMBK Stock Holding History

UBS AM’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 		$9.76K Hold
208
– – ﹤0.01% 3285
2026
Q1 		$8.13K Buy
208
+3
+1% +$119 ﹤0.01% 3357
2025
Q4 		$7.58K Buy
+205
New +$7.42K ﹤0.01% 2907
2023
Q1 		– Sell
-8,700
Closed -$239K – 2713
2022
Q4 		$239K Buy
+8,700
New +$244K ﹤0.01% 2396

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 $60.8B AUM 26.63% 1-Year Est. Return

UBS AM's SMBK Position: Q2 2026 in Review

UBS AM held its SmartFinancial (SMBK) position steady in Q2 2026 at 208 shares worth $9.76K. The position accounts for ﹤0.01% of the portfolio, ranked #3285.

UBS AM first reported a position in SMBK in Q4 2022 and has held it in 4 quarters since. The position peaked at $239K in Q4 2022. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • UBS AM held 208 shares of SmartFinancial worth $9.76K as of Q2 2026.
  • UBS AM left its SmartFinancial share count unchanged in Q2 2026.
  • SmartFinancial made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3285 holding.
  • UBS AM first reported a position in SmartFinancial in Q4 2022 and has held it in 4 quarters since.
  • UBS AM's SmartFinancial position peaked at $239K in Q4 2022.
  • 185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.