AGP Franklin
SMBK icon

AGP Franklin’s SmartFinancial SMBK Stock Holding History

AGP Franklin’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 		$547K Sell
11,027
-1,328
-11% -$67K 0.24% 67
2026
Q2 		$580K Buy
12,355
+649
+6% +$27.6K 0.25% 71
2026
Q1 		$457K Buy
+11,706
New +$463K 0.23% 70

Other funds holding SMBK

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Cravens & Co Advisors
Cravens & Co Advisors Cookeville, Tennessee $147M AUM 14.07% 1-Year Est. Return
SM
Salzhauer Michael $249M AUM 14.38% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

AGP Franklin's SMBK Position: Q3 2026 in Review

AGP Franklin reduced its SmartFinancial (SMBK) stake by 11% in Q3 2026, selling an estimated $67K and leaving 11,027 shares worth $547K. The position accounts for 0.24% of the portfolio, ranked #67.

AGP Franklin first reported a position in SMBK in Q1 2026 and has held it in 3 quarters since. The position peaked at $580K in Q2 2026. 82 funds tracked by Wall St. Rank hold SMBK as of Q3 2026.

  • AGP Franklin held 11,027 shares of SmartFinancial worth $547K as of Q3 2026.
  • AGP Franklin sold 1,328 SmartFinancial shares in Q3 2026, an estimated $67K.
  • SmartFinancial made up 0.24% of AGP Franklin's portfolio in Q3 2026, its #67 holding.
  • AGP Franklin first reported a position in SmartFinancial in Q1 2026 and has held it in 3 quarters since.
  • AGP Franklin's SmartFinancial position peaked at $580K in Q2 2026.
  • 82 funds tracked by Wall St. Rank held SmartFinancial as of Q3 2026.

Based on AGP Franklin's 13F filing for Q3 2026, filed 4 Nov 2026.