Arax Advisory Partners’s SmartFinancial SMBK Stock Holding History

Arax Advisory Partners’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	$70.7K	Buy	1,507 +1,322	+715%	+$56.2K	﹤0.01%	2992
2026 Q1	$7.23K	Sell	185 -7	-4%	-$277	﹤0.01%	2624
2025 Q4	$7.1K	Sell	192 -1,568	-89%	-$56.8K	﹤0.01%	2662
2025 Q3	$62.9K	Buy	+1,760	New	+$63K	﹤0.01%	1724
2025 Q1	–	Sell	-192	Closed	-$5.95K	–	3011
2024 Q4	$5.95K	Hold	192	–	–	﹤0.01%	1681
2024 Q3	$5.6K	Hold	192	–	–	﹤0.01%	1669
2024 Q2	$4.54K	Buy	+192	New	+$4.15K	﹤0.01%	1637

Other funds holding SMBK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Arax Advisory Partners's SMBK Position: Q2 2026 in Review

Arax Advisory Partners increased its SmartFinancial (SMBK) stake by 715% in Q2 2026, buying an estimated $56.2K and bringing the position to 1,507 shares worth $70.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2992.

Arax Advisory Partners first reported a position in SMBK in Q2 2024 and has held it in 7 quarters since. 184 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

Arax Advisory Partners held 1,507 shares of SmartFinancial worth $70.7K as of Q2 2026.
Arax Advisory Partners bought 1,322 SmartFinancial shares in Q2 2026, an estimated $56.2K.
SmartFinancial made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2992 holding.
Arax Advisory Partners first reported a position in SmartFinancial in Q2 2024 and has held it in 7 quarters since.
184 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.