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Allworth Financial’s SmartFinancial SMBK Stock Holding History

Allworth Financial’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 		$7.32K Buy
156
+42
+37% +$1.78K ﹤0.01% 3921
2026
Q1 		$4.46K Buy
114
+35
+44% +$1.38K ﹤0.01% 4027
2025
Q4 		$2.92K Sell
79
-5
-6% -$181 ﹤0.01% 3973
2025
Q3 		$3K Buy
84
+1
+1% +$36 ﹤0.01% 3821
2025
Q2 		$2.8K Buy
83
+67
+419% +$2.07K ﹤0.01% 3562
2025
Q1 		$484 Sell
16
-113
-88% -$3.76K ﹤0.01% 3682
2024
Q4 		$4.49K Buy
129
+77
+148% +$2.55K ﹤0.01% 2817
2024
Q3 		$1.52K Buy
+52
New +$1.43K ﹤0.01% 3074

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

Allworth Financial's SMBK Position: Q2 2026 in Review

Allworth Financial increased its SmartFinancial (SMBK) stake by 37% in Q2 2026, buying an estimated $1.78K and bringing the position to 156 shares worth $7.32K. The position accounts for ﹤0.01% of the portfolio, ranked #3921.

Allworth Financial first reported a position in SMBK in Q3 2024 and has held it in 8 quarters since. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • Allworth Financial held 156 shares of SmartFinancial worth $7.32K as of Q2 2026.
  • Allworth Financial bought 42 SmartFinancial shares in Q2 2026, an estimated $1.78K.
  • SmartFinancial made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3921 holding.
  • Allworth Financial first reported a position in SmartFinancial in Q3 2024 and has held it in 8 quarters since.
  • 185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.