Diversified Trust’s SmartFinancial SMBK Stock Holding History

Diversified Trust’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	$206K	Buy	+4,387	New	+$186K	﹤0.01%	1043

Other funds holding SMBK

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

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

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Diversified Trust's SMBK Position: Q2 2026 in Review

Diversified Trust opened a new position in SmartFinancial (SMBK) in Q2 2026: 4,387 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #1043 among its holdings.

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

Diversified Trust held 4,387 shares of SmartFinancial worth $206K as of Q2 2026.
SmartFinancial was a new Diversified Trust position in Q2 2026.
SmartFinancial made up ﹤0.01% of Diversified Trust's portfolio in Q2 2026, its #1043 holding.
15 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.