YIH
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Y-Intercept (HK)’s SmartFinancial SMBK Stock Holding History

Y-Intercept (HK)’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 		$433K Sell
9,226
-11,049
-54% -$469K 0.01% 1351
2026
Q1 		$792K Buy
+20,275
New +$801K 0.02% 1111

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

Y-Intercept (HK)'s SMBK Position: Q2 2026 in Review

Y-Intercept (HK) reduced its SmartFinancial (SMBK) stake by 54% in Q2 2026, selling an estimated $469K and leaving 9,226 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #1351.

Y-Intercept (HK) first reported a position in SMBK in Q1 2026 and has held it in 2 quarters since. The position peaked at $792K in Q1 2026. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • Y-Intercept (HK) held 9,226 shares of SmartFinancial worth $433K as of Q2 2026.
  • Y-Intercept (HK) sold 11,049 SmartFinancial shares in Q2 2026, an estimated $469K.
  • SmartFinancial made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1351 holding.
  • Y-Intercept (HK) first reported a position in SmartFinancial in Q1 2026 and has held it in 2 quarters since.
  • Y-Intercept (HK)'s SmartFinancial position peaked at $792K in Q1 2026.
  • 185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.