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Advisory Services Network’s SmartFinancial SMBK Stock Holding History

Advisory Services Network’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 		– Sell
-679
Closed -$26.5K – 4260
2026
Q1 		$26.5K Buy
+679
New +$26.8K ﹤0.01% 3019
2025
Q4 		– Sell
-505
Closed -$18K – 3884
2025
Q3 		$18K Buy
+505
New +$18.1K ﹤0.01% 3002

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

Advisory Services Network's SMBK Position: Q2 2026 in Review

Advisory Services Network sold out of SmartFinancial (SMBK) in Q2 2026, closing a stake of 679 shares — an estimated $26.5K sold.

Advisory Services Network first reported a position in SMBK in Q3 2025 and held it in 2 quarters. The position peaked at $26.5K in Q1 2026. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • Advisory Services Network reported no remaining SmartFinancial position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 679 SmartFinancial shares in Q2 2026, an estimated $26.5K.
  • Advisory Services Network first reported a position in SmartFinancial in Q3 2025 and held it in 2 quarters.
  • Advisory Services Network's SmartFinancial position peaked at $26.5K in Q1 2026.
  • 185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.