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Allworth Financial’s Smith-Midland SMID Stock Holding History

Allworth Financial’s Portfolio SMID Stock Details SMID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33 Buy
+1
New +$35 ﹤0.01% 5104

Other funds holding SMID

TDC
Thompson Davis & Co Richmond, Virginia $150M AUM 32.35% 1-Year Est. Return
NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Allworth Financial's SMID Position: Q1 2026 in Review

Allworth Financial opened a new position in Smith-Midland (SMID) in Q1 2026: 1 share worth $33. The stake represents ﹤0.01% of the portfolio and ranks #5104 among its holdings.

57 funds tracked by Wall St. Rank hold SMID as of Q1 2026.

  • Allworth Financial held 1 share of Smith-Midland worth $33 as of Q1 2026.
  • Smith-Midland was a new Allworth Financial position in Q1 2026.
  • Smith-Midland made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #5104 holding.
  • 57 funds tracked by Wall St. Rank held Smith-Midland as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.