Benjamin F. Edwards & Company’s SmartFinancial SMBK Stock Holding History

Benjamin F. Edwards & Company’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
2024 Q2	$6K	Hold	250	–	–	﹤0.01%	1848
2024 Q1	$5K	Hold	250	–	–	﹤0.01%	1885
2023 Q4	$6K	Hold	250	–	–	﹤0.01%	1816
2023 Q3	$5K	Hold	250	–	–	﹤0.01%	1571
2023 Q2	$5K	Hold	250	–	–	﹤0.01%	1561
2023 Q1	$6K	Hold	250	–	–	﹤0.01%	1513
2022 Q4	$7K	Hold	250	–	–	﹤0.01%	1513
2022 Q3	$6K	Hold	250	–	–	﹤0.01%	1527
2022 Q2	$6K	Hold	250	–	–	﹤0.01%	1505
2022 Q1	$6K	Hold	250	–	–	﹤0.01%	1493
2021 Q4	$7K	Hold	250	–	–	﹤0.01%	1463
2021 Q3	$6K	Hold	250	–	–	﹤0.01%	1496
2021 Q2	$6K	Hold	250	–	–	﹤0.01%	1490
2021 Q1	$5K	Hold	250	–	–	﹤0.01%	1517
2020 Q4	$5K	Hold	250	–	–	﹤0.01%	1415
2020 Q3	$3K	Hold	250	–	–	﹤0.01%	1540
2020 Q2	$4K	Hold	250	–	–	﹤0.01%	1493
2020 Q1	$4K	Hold	250	–	–	﹤0.01%	1503
2019 Q4	$6K	Hold	250	–	–	﹤0.01%	1576
2019 Q3	$5K	Hold	250	–	–	﹤0.01%	1588
2019 Q2	$5K	Hold	250	–	–	﹤0.01%	1631
2019 Q1	$5K	Hold	250	–	–	﹤0.01%	1503
2018 Q4	$5K	Hold	250	–	–	﹤0.01%	1475
2018 Q3	$6K	Hold	250	–	–	﹤0.01%	1391
2018 Q2	$6K	Hold	250	–	–	﹤0.01%	1390
2018 Q1	$6K	Buy	+250	New	+$5.59K	﹤0.01%	1383

Other funds holding SMBK

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

CCA

Cravens & Co Advisors Cookeville, Tennessee $149M AUM 17.37% 1-Year Est. Return

PCMF

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

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $5.65B AUM 61.31% 1-Year Est. Return

Benjamin F. Edwards & Company's SMBK Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its SmartFinancial (SMBK) position steady in Q2 2024 at 250 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1848.

Benjamin F. Edwards & Company first reported a position in SMBK in Q1 2018 and has held it in 26 quarters since. The position peaked at $7K in Q4 2022. 103 funds tracked by Wall St. Rank hold SMBK as of Q2 2024.

Benjamin F. Edwards & Company held 250 shares of SmartFinancial worth $6K as of Q2 2024.
Benjamin F. Edwards & Company left its SmartFinancial share count unchanged in Q2 2024.
SmartFinancial made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1848 holding.
Benjamin F. Edwards & Company first reported a position in SmartFinancial in Q1 2018 and has held it in 26 quarters since.
Benjamin F. Edwards & Company's SmartFinancial position peaked at $7K in Q4 2022.
103 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.