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Voleon Capital Management’s SmartFinancial SMBK Stock Holding History

Voleon 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 		$261K Sell
5,555
-1,744
-24% -$74.1K ﹤0.01% 701
2026
Q1 		$285K Buy
7,299
+154
+2% +$6.09K 0.01% 675
2025
Q4 		$264K Buy
+7,145
New +$259K 0.01% 686

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

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

Voleon Capital Management reduced its SmartFinancial (SMBK) stake by 24% in Q2 2026, selling an estimated $74.1K and leaving 5,555 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Voleon Capital Management first reported a position in SMBK in Q4 2025 and has held it in 3 quarters since. The position peaked at $285K in Q1 2026. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • Voleon Capital Management held 5,555 shares of SmartFinancial worth $261K as of Q2 2026.
  • Voleon Capital Management sold 1,744 SmartFinancial shares in Q2 2026, an estimated $74.1K.
  • SmartFinancial made up ﹤0.01% of Voleon Capital Management's portfolio in Q2 2026, its #701 holding.
  • Voleon Capital Management first reported a position in SmartFinancial in Q4 2025 and has held it in 3 quarters since.
  • Voleon Capital Management's SmartFinancial position peaked at $285K in Q1 2026.
  • 185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Voleon Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.