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Basecamp Wealth Advisors’s SmartFinancial SMBK Stock Holding History

Basecamp Wealth Advisors’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 		$985 Buy
21
+4
+24% +$170 ﹤0.01% 1525
2026
Q1 		$664 Buy
+17
New +$672 ﹤0.01% 1649

Other funds holding SMBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Basecamp Wealth Advisors's SMBK Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its SmartFinancial (SMBK) stake by 24% in Q2 2026, buying an estimated $170 and bringing the position to 21 shares worth $985. The position accounts for ﹤0.01% of the portfolio, ranked #1525.

Basecamp Wealth Advisors first reported a position in SMBK in Q1 2026 and has held it in 2 quarters since. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • Basecamp Wealth Advisors held 21 shares of SmartFinancial worth $985 as of Q2 2026.
  • Basecamp Wealth Advisors bought 4 SmartFinancial shares in Q2 2026, an estimated $170.
  • SmartFinancial made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1525 holding.
  • Basecamp Wealth Advisors first reported a position in SmartFinancial in Q1 2026 and has held it in 2 quarters since.
  • 185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.