Ameritas Investment Partners’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $47.5K | Hold |
1,215
| – | – | ﹤0.01% | 2121 |
|
|
2025
Q4 | $44.9K | Hold |
1,215
| – | – | ﹤0.01% | 2204 |
|
|
2025
Q3 | $43.4K | Sell |
1,215
-349
| -22% | -$12.5K | ﹤0.01% | 2231 |
|
|
2025
Q2 | $52.8K | Hold |
1,564
| – | – | ﹤0.01% | 2153 |
|
|
2025
Q1 | $48.6K | Hold |
1,564
| – | – | ﹤0.01% | 2117 |
|
|
2024
Q4 | $48.5K | Hold |
1,564
| – | – | ﹤0.01% | 2204 |
|
|
2024
Q3 | $45.6K | Hold |
1,564
| – | – | ﹤0.01% | 2251 |
|
|
2024
Q2 | $37K | Hold |
1,564
| – | – | ﹤0.01% | 2306 |
|
|
2024
Q1 | $33K | Hold |
1,564
| – | – | ﹤0.01% | 2351 |
|
|
2023
Q4 | $38.3K | Hold |
1,564
| – | – | ﹤0.01% | 2304 |
|
|
2023
Q3 | $33.4K | Buy |
1,564
+466
| +42% | +$10.8K | ﹤0.01% | 2312 |
|
|
2023
Q2 | $23.6K | Hold |
1,098
| – | – | ﹤0.01% | 2478 |
|
|
2023
Q1 | $25.4K | Hold |
1,098
| – | – | ﹤0.01% | 2362 |
|
|
2022
Q4 | $29.8K | Hold |
1,098
| – | – | ﹤0.01% | 2371 |
|
|
2022
Q3 | $27K | Hold |
1,098
| – | – | ﹤0.01% | 2371 |
|
|
2022
Q2 | $26K | Hold |
1,098
| – | – | ﹤0.01% | 2418 |
|
|
2022
Q1 | $28K | Hold |
1,098
| – | – | ﹤0.01% | 2404 |
|
|
2021
Q4 | $30K | Hold |
1,098
| – | – | ﹤0.01% | 2441 |
|
|
2021
Q3 | $28K | Hold |
1,098
| – | – | ﹤0.01% | 2515 |
|
|
2021
Q2 | $26K | Hold |
1,098
| – | – | ﹤0.01% | 2598 |
|
|
2021
Q1 | $24K | Hold |
1,098
| – | – | ﹤0.01% | 2492 |
|
|
2020
Q4 | $20K | Hold |
1,098
| – | – | ﹤0.01% | 2481 |
|
|
2020
Q3 | $15K | Hold |
1,098
| – | – | ﹤0.01% | 2535 |
|
|
2020
Q2 | $18K | Hold |
1,098
| – | – | ﹤0.01% | 2394 |
|
|
2020
Q1 | $17K | Hold |
1,098
| – | – | ﹤0.01% | 2268 |
|
|
2019
Q4 | $26K | Hold |
1,098
| – | – | ﹤0.01% | 2285 |
|
|
2019
Q3 | $23K | Hold |
1,098
| – | – | ﹤0.01% | 2321 |
|
|
2019
Q2 | $24K | Buy |
1,098
+469
| +75% | +$9.7K | ﹤0.01% | 2349 |
|
|
2019
Q1 | $12K | Hold |
629
| – | – | ﹤0.01% | 2638 |
|
|
2018
Q4 | $11K | Hold |
629
| – | – | ﹤0.01% | 2631 |
|
|
2018
Q3 | $15K | Hold |
629
| – | – | ﹤0.01% | 2661 |
|
|
2018
Q2 | $16K | Hold |
629
| – | – | ﹤0.01% | 2632 |
|
|
2018
Q1 | $15K | Hold |
629
| – | – | ﹤0.01% | 2567 |
|
|
2017
Q4 | $14K | Hold |
629
| – | – | ﹤0.01% | 2623 |
|
|
2017
Q3 | $14K | Hold |
629
| – | – | ﹤0.01% | 2613 |
|
|
2017
Q2 | $15K | Buy |
+629
| New | +$14.4K | ﹤0.01% | 2628 |
|
Other funds holding SMBK
VCM
PCMF
Ameritas Investment Partners's SMBK Position: Q1 2026 in Review
Ameritas Investment Partners held its SmartFinancial (SMBK) position steady in Q1 2026 at 1,215 shares worth $47.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2121.
Ameritas Investment Partners first reported a position in SMBK in Q2 2017 and has held it in 36 quarters since. The position peaked at $52.8K in Q2 2025. 175 funds tracked by Wall St. Rank hold SMBK as of Q1 2026.
- Ameritas Investment Partners held 1,215 shares of SmartFinancial worth $47.5K as of Q1 2026.
- Ameritas Investment Partners left its SmartFinancial share count unchanged in Q1 2026.
- SmartFinancial made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q1 2026, its #2121 holding.
- Ameritas Investment Partners first reported a position in SmartFinancial in Q2 2017 and has held it in 36 quarters since.
- Ameritas Investment Partners's SmartFinancial position peaked at $52.8K in Q2 2025.
- 175 funds tracked by Wall St. Rank held SmartFinancial as of Q1 2026.
Based on Ameritas Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.