Versant Capital Management’s SmartFinancial SMBK Stock Holding History

Versant Capital Management’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	$31.6K	Hold	674	–	–	﹤0.01%	1683
2026 Q1	$26.3K	Hold	674	–	–	﹤0.01%	1660
2025 Q4	$24.9K	Hold	674	–	–	﹤0.01%	1502
2025 Q3	$24.1K	Hold	674	–	–	﹤0.01%	1481
2025 Q2	$22.8K	Hold	674	–	–	﹤0.01%	1453
2025 Q1	$20.9K	Hold	674	–	–	﹤0.01%	1328
2024 Q4	$20.9K	Buy	+674	New	+$22.3K	﹤0.01%	1016
2023 Q4	–	Sell	-8	Closed	-$171	–	2003
2023 Q3	$171	Hold	8	–	–	﹤0.01%	1890
2023 Q2	$172	Buy	+8	New	+$175	﹤0.01%	2004

Other funds holding SMBK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Versant Capital Management's SMBK Position: Q2 2026 in Review

Versant Capital Management held its SmartFinancial (SMBK) position steady in Q2 2026 at 674 shares worth $31.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

Versant Capital Management first reported a position in SMBK in Q2 2023 and has held it in 9 quarters since. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

Versant Capital Management held 674 shares of SmartFinancial worth $31.6K as of Q2 2026.
Versant Capital Management left its SmartFinancial share count unchanged in Q2 2026.
SmartFinancial made up ﹤0.01% of Versant Capital Management's portfolio in Q2 2026, its #1683 holding.
Versant Capital Management first reported a position in SmartFinancial in Q2 2023 and has held it in 9 quarters since.
185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.