Y-Intercept (HK)
SMBK icon

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
Q3 		$606K Buy
12,231
+3,005
+33% +$152K 0.01% 1226
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

CCA
Cravens & Co Advisors Cookeville, Tennessee $147M AUM 14.07% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
CPL
CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

Y-Intercept (HK)'s SMBK Position: Q3 2026 in Review

Y-Intercept (HK) increased its SmartFinancial (SMBK) stake by 33% in Q3 2026, buying an estimated $152K and bringing the position to 12,231 shares worth $606K. The position accounts for 0.01% of the portfolio, ranked #1226.

Y-Intercept (HK) first reported a position in SMBK in Q1 2026 and has held it in 3 quarters since. The position peaked at $792K in Q1 2026. 19 funds tracked by Wall St. Rank hold SMBK as of Q3 2026.

  • Y-Intercept (HK) held 12,231 shares of SmartFinancial worth $606K as of Q3 2026.
  • Y-Intercept (HK) bought 3,005 SmartFinancial shares in Q3 2026, an estimated $152K.
  • SmartFinancial made up 0.01% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1226 holding.
  • Y-Intercept (HK) first reported a position in SmartFinancial in Q1 2026 and has held it in 3 quarters since.
  • Y-Intercept (HK)'s SmartFinancial position peaked at $792K in Q1 2026.
  • 19 funds tracked by Wall St. Rank held SmartFinancial as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.