Clearstead Advisors’s SmartFinancial SMBK Stock Holding History

Clearstead 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	$47	Buy	+1	New	+$42	﹤0.01%	3489

Other funds holding SMBK

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

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

CSC

Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return

Clearstead Advisors's SMBK Position: Q2 2026 in Review

Clearstead Advisors opened a new position in SmartFinancial (SMBK) in Q2 2026: 1 share worth $47. The stake represents ﹤0.01% of the portfolio and ranks #3489 among its holdings.

64 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

Clearstead Advisors held 1 share of SmartFinancial worth $47 as of Q2 2026.
SmartFinancial was a new Clearstead Advisors position in Q2 2026.
SmartFinancial made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3489 holding.
64 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.