ZIM
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Zacks Investment Management’s SmartFinancial SMBK Stock Holding History

Zacks Investment 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 		$4.3M Buy
91,697
+6,708
+8% +$285K 0.03% 270
2026
Q1 		$3.32M Buy
84,989
+6,414
+8% +$254K 0.03% 282
2025
Q4 		$2.91M Buy
78,575
+1,585
+2% +$57.4K 0.02% 304
2025
Q3 		$2.75M Buy
76,990
+13,438
+21% +$481K 0.02% 293
2025
Q2 		$2.15M Buy
+63,552
New +$1.96M 0.02% 315
2018
Q4 		– Sell
-29,392
Closed -$692K – 579
2018
Q3 		$692K Buy
+29,392
New +$731K 0.01% 430

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

Zacks Investment Management's SMBK Position: Q2 2026 in Review

Zacks Investment Management increased its SmartFinancial (SMBK) stake by 7.9% in Q2 2026, buying an estimated $285K and bringing the position to 91,697 shares worth $4.3M. The position accounts for 0.03% of the portfolio, ranked #270.

Zacks Investment Management first reported a position in SMBK in Q3 2018 and has held it in 6 quarters since. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • Zacks Investment Management held 91,697 shares of SmartFinancial worth $4.3M as of Q2 2026.
  • Zacks Investment Management bought 6,708 SmartFinancial shares in Q2 2026, an estimated $285K.
  • SmartFinancial made up 0.03% of Zacks Investment Management's portfolio in Q2 2026, its #270 holding.
  • Zacks Investment Management first reported a position in SmartFinancial in Q3 2018 and has held it in 6 quarters since.
  • 185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Zacks Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.