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Virtus ETF Advisers’s SmartFinancial SMBK Stock Holding History

Virtus ETF Advisers’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 		$200K Buy
4,268
+105
+3% +$4.46K 0.08% 280
2026
Q1 		$163K Hold
4,163
– – 0.08% 276
2025
Q4 		$154K Hold
4,163
– – 0.07% 289
2025
Q3 		$149K Hold
4,163
– – 0.08% 251
2025
Q2 		$141K Hold
4,163
– – 0.09% 245
2025
Q1 		$129K Buy
+4,163
New +$138K 0.08% 268

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

Virtus ETF Advisers's SMBK Position: Q2 2026 in Review

Virtus ETF Advisers increased its SmartFinancial (SMBK) stake by 2.5% in Q2 2026, buying an estimated $4.46K and bringing the position to 4,268 shares worth $200K. The position accounts for 0.08% of the portfolio, ranked #280.

Virtus ETF Advisers first reported a position in SMBK in Q1 2025 and has held it in 6 quarters since. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • Virtus ETF Advisers held 4,268 shares of SmartFinancial worth $200K as of Q2 2026.
  • Virtus ETF Advisers bought 105 SmartFinancial shares in Q2 2026, an estimated $4.46K.
  • SmartFinancial made up 0.08% of Virtus ETF Advisers's portfolio in Q2 2026, its #280 holding.
  • Virtus ETF Advisers first reported a position in SmartFinancial in Q1 2025 and has held it in 6 quarters since.
  • 185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Virtus ETF Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.