Carson Wealth (CWM LLC)
SMBK icon

Carson Wealth (CWM LLC)’s SmartFinancial SMBK Stock Holding History

Carson Wealth (CWM LLC)’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 		$116K Buy
2,957
+40
+1% +$1.58K ﹤0.01% 3141
2025
Q4 		$108K Sell
2,917
-243
-8% -$8.8K ﹤0.01% 3004
2025
Q3 		$113K Buy
3,160
+685
+28% +$24.5K ﹤0.01% 2893
2025
Q2 		$84K Sell
2,475
-14
-0.6% -$432 ﹤0.01% 2870
2025
Q1 		$77K Buy
2,489
+1,839
+283% +$61.1K ﹤0.01% 2636
2024
Q4 		$20K Buy
650
+90
+16% +$2.98K ﹤0.01% 3447
2024
Q3 		$16K Buy
560
+247
+79% +$6.8K ﹤0.01% 3520
2024
Q2 		$7K Sell
313
-220
-41% -$4.76K ﹤0.01% 3733
2024
Q1 		$11K Sell
533
-61
-10% -$1.35K ﹤0.01% 3297
2023
Q4 		$15K Buy
594
+186
+46% +$4.12K ﹤0.01% 2952
2023
Q3 		$9K Buy
408
+108
+36% +$2.5K ﹤0.01% 3209
2023
Q2 		$6K Buy
300
+80
+36% +$1.75K ﹤0.01% 3380
2023
Q1 		$5K Buy
220
+167
+315% +$4.35K ﹤0.01% 3322
2022
Q4 		$1K Buy
+53
New +$1.49K ﹤0.01% 3846

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
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

Carson Wealth (CWM LLC)'s SMBK Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its SmartFinancial (SMBK) stake by 1.4% in Q1 2026, buying an estimated $1.58K and bringing the position to 2,957 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #3141.

Carson Wealth (CWM LLC) first reported a position in SMBK in Q4 2022 and has held it in 14 quarters since. 175 funds tracked by Wall St. Rank hold SMBK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,957 shares of SmartFinancial worth $116K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 40 SmartFinancial shares in Q1 2026, an estimated $1.58K.
  • SmartFinancial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3141 holding.
  • Carson Wealth (CWM LLC) first reported a position in SmartFinancial in Q4 2022 and has held it in 14 quarters since.
  • 175 funds tracked by Wall St. Rank held SmartFinancial as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.