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Dean Jacobson Financial Services’s SmartRent SMRT Stock Holding History

Dean Jacobson Financial Services’s Portfolio SMRT Stock Details SMRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$20.7K Hold
17,396
– – 0.01% 22
2026
Q1 		$26.1K Hold
17,396
– – 0.02% 21
2025
Q4 		$35.1K Buy
+17,396
New +$28.5K 0.02% 18

Other funds holding SMRT

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
DCM
Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return
BDAM
Blue Door Asset Management Stamford, Connecticut $212M AUM 63.74% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return

Dean Jacobson Financial Services's SMRT Position: Q2 2026 in Review

Dean Jacobson Financial Services held its SmartRent (SMRT) position steady in Q2 2026 at 17,396 shares worth $20.7K. The position accounts for 0.01% of the portfolio, ranked #22.

Dean Jacobson Financial Services first reported a position in SMRT in Q4 2025 and has held it in 3 quarters since. The position peaked at $35.1K in Q4 2025. 129 funds tracked by Wall St. Rank hold SMRT as of Q2 2026.

  • Dean Jacobson Financial Services held 17,396 shares of SmartRent worth $20.7K as of Q2 2026.
  • Dean Jacobson Financial Services left its SmartRent share count unchanged in Q2 2026.
  • SmartRent made up 0.01% of Dean Jacobson Financial Services's portfolio in Q2 2026, its #22 holding.
  • Dean Jacobson Financial Services first reported a position in SmartRent in Q4 2025 and has held it in 3 quarters since.
  • Dean Jacobson Financial Services's SmartRent position peaked at $35.1K in Q4 2025.
  • 129 funds tracked by Wall St. Rank held SmartRent as of Q2 2026.

Based on Dean Jacobson Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.