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 Q1	$7.23K	Sell	185 -7	-4%	-$277	﹤0.01%	2623
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	$5.59K	Hold	192	–	–	﹤0.01%	1669
2024 Q2	$4.54K	Buy	+192	New	+$4.15K	﹤0.01%	1637

Other funds holding SMBK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return