Creative Planning
SMBK icon

Creative Planning’s SmartFinancial SMBK Stock Holding History

Creative Planning’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 		$1.31M Buy
27,897
+2,235
+9% +$95K ﹤0.01% 2430
2026
Q1 		$1M Buy
25,662
+1,943
+8% +$76.8K ﹤0.01% 2450
2025
Q4 		$877K Sell
23,719
-106
-0.4% -$3.84K ﹤0.01% 2388
2025
Q3 		$851K Buy
23,825
+1,920
+9% +$68.7K ﹤0.01% 2269
2025
Q2 		$740K Sell
21,905
-6,836
-24% -$211K ﹤0.01% 2107
2025
Q1 		$893K Buy
28,741
+798
+3% +$26.5K ﹤0.01% 1804
2024
Q4 		$866K Buy
27,943
+14,424
+107% +$477K ﹤0.01% 1749
2024
Q3 		$394K Buy
+13,519
New +$372K ﹤0.01% 2308

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

Creative Planning's SMBK Position: Q2 2026 in Review

Creative Planning increased its SmartFinancial (SMBK) stake by 8.7% in Q2 2026, buying an estimated $95K and bringing the position to 27,897 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #2430.

Creative Planning first reported a position in SMBK in Q3 2024 and has held it in 8 quarters since. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • Creative Planning held 27,897 shares of SmartFinancial worth $1.31M as of Q2 2026.
  • Creative Planning bought 2,235 SmartFinancial shares in Q2 2026, an estimated $95K.
  • SmartFinancial made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2430 holding.
  • Creative Planning first reported a position in SmartFinancial in Q3 2024 and has held it in 8 quarters since.
  • 185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.