Cetera Investment Advisers
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Cetera Investment Advisers’s SmartFinancial SMBK Stock Holding History

Cetera Investment Advisers’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 		$392K Buy
8,353
+9
+0.1% +$382 ﹤0.01% 3918
2026
Q1 		$326K Sell
8,344
-8
-0.1% -$316 ﹤0.01% 3912
2025
Q4 		$309K Hold
8,352
– – ﹤0.01% 3882
2025
Q3 		$298K Buy
+8,352
New +$299K ﹤0.01% 3837

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

Cetera Investment Advisers's SMBK Position: Q2 2026 in Review

Cetera Investment Advisers increased its SmartFinancial (SMBK) stake by 0.11% in Q2 2026, buying an estimated $382 and bringing the position to 8,353 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #3918.

Cetera Investment Advisers first reported a position in SMBK in Q3 2025 and has held it in 4 quarters since. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • Cetera Investment Advisers held 8,353 shares of SmartFinancial worth $392K as of Q2 2026.
  • Cetera Investment Advisers bought 9 SmartFinancial shares in Q2 2026, an estimated $382.
  • SmartFinancial made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3918 holding.
  • Cetera Investment Advisers first reported a position in SmartFinancial in Q3 2025 and has held it in 4 quarters since.
  • 185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.