Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s SmartFinancial SMBK Stock Holding History

Cambridge Investment Research 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
Q1 		$570K Buy
14,578
+8
+0.1% +$316 ﹤0.01% 2671
2025
Q4 		$539K Buy
14,570
+377
+3% +$13.6K ﹤0.01% 2648
2025
Q3 		$507K Buy
14,193
+298
+2% +$10.7K ﹤0.01% 2671
2025
Q2 		$469K Buy
13,895
+254
+2% +$7.84K ﹤0.01% 2608
2025
Q1 		$424K Buy
13,641
+8
+0.1% +$266 ﹤0.01% 2593
2024
Q4 		$422K Buy
13,633
+8
+0.1% +$265 ﹤0.01% 2567
2024
Q3 		$397K Buy
13,625
+621
+5% +$17.1K ﹤0.01% 2600
2024
Q2 		$308K Buy
13,004
+1,962
+18% +$42.4K ﹤0.01% 2685
2024
Q1 		$233K Buy
11,042
+1,194
+12% +$26.4K ﹤0.01% 2901
2023
Q4 		$241K Buy
+9,848
New +$218K ﹤0.01% 2772
2023
Q3 		– Sell
-14,587
Closed -$314K – 3253
2023
Q2 		$314K Sell
14,587
-970
-6% -$21.2K ﹤0.01% 2489
2023
Q1 		$360K Buy
15,557
+6,498
+72% +$169K ﹤0.01% 2329
2022
Q4 		$249K Buy
9,059
+14
+0.2% +$393 ﹤0.01% 2580
2022
Q3 		$223K Buy
9,045
+17
+0.2% +$429 ﹤0.01% 2613
2022
Q2 		$218K Buy
9,028
+16
+0.2% +$398 ﹤0.01% 2662
2022
Q1 		$231K Buy
9,012
+17
+0.2% +$450 ﹤0.01% 2760
2021
Q4 		$246K Buy
+8,995
New +$238K ﹤0.01% 2709
2019
Q3 		– Sell
-9,648
Closed -$209K – 2403
2019
Q2 		$209K Sell
9,648
-1,000
-9% -$20.7K ﹤0.01% 1978
2019
Q1 		$201K Sell
10,648
-8,000
-43% -$153K ﹤0.01% 2073
2018
Q4 		$341K Buy
+18,648
New +$387K ﹤0.01% 1576

Other funds holding SMBK

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

Cambridge Investment Research Advisors's SMBK Position: Q1 2026 in Review

Cambridge Investment Research Advisors increased its SmartFinancial (SMBK) stake by 0.05% in Q1 2026, buying an estimated $316 and bringing the position to 14,578 shares worth $570K. The position accounts for ﹤0.01% of the portfolio, ranked #2671.

Cambridge Investment Research Advisors first reported a position in SMBK in Q4 2018 and has held it in 20 quarters since. 175 funds tracked by Wall St. Rank hold SMBK as of Q1 2026.

  • Cambridge Investment Research Advisors held 14,578 shares of SmartFinancial worth $570K as of Q1 2026.
  • Cambridge Investment Research Advisors bought 8 SmartFinancial shares in Q1 2026, an estimated $316.
  • SmartFinancial made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2671 holding.
  • Cambridge Investment Research Advisors first reported a position in SmartFinancial in Q4 2018 and has held it in 20 quarters since.
  • 175 funds tracked by Wall St. Rank held SmartFinancial as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.