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Allworth Financial’s SmartRent SMRT Stock Holding History

Allworth Financial’s Portfolio SMRT Stock Details SMRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$243 Hold
204
– – ﹤0.01% 4933
2026
Q1 		$306 Sell
204
-13
-6% -$22 ﹤0.01% 4839
2025
Q4 		$439 Sell
217
-412
-66% -$675 ﹤0.01% 4553
2025
Q3 		$887 Sell
629
-716
-53% -$919 ﹤0.01% 4289
2025
Q2 		$1.33K Buy
+1,345
New +$1.2K ﹤0.01% 3873

Other funds holding SMRT

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return
BDAM
Blue Door Asset Management Stamford, Connecticut $212M AUM 63.74% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Allworth Financial's SMRT Position: Q2 2026 in Review

Allworth Financial held its SmartRent (SMRT) position steady in Q2 2026 at 204 shares worth $243. The position accounts for ﹤0.01% of the portfolio, ranked #4933.

Allworth Financial first reported a position in SMRT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.33K in Q2 2025. 129 funds tracked by Wall St. Rank hold SMRT as of Q2 2026.

  • Allworth Financial held 204 shares of SmartRent worth $243 as of Q2 2026.
  • Allworth Financial left its SmartRent share count unchanged in Q2 2026.
  • SmartRent made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4933 holding.
  • Allworth Financial first reported a position in SmartRent in Q2 2025 and has held it in 5 quarters since.
  • Allworth Financial's SmartRent position peaked at $1.33K in Q2 2025.
  • 129 funds tracked by Wall St. Rank held SmartRent as of Q2 2026.

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