Essential Partners
SMBK icon

Essential Partners’s SmartFinancial SMBK Stock Holding History

Essential Partners’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
Q3 		$4.31K Hold
87
– – ﹤0.01% 1584
2026
Q2 		$4.08K Sell
87
-207
-70% -$8.8K ﹤0.01% 1632
2026
Q1 		$11.5K Buy
294
+1
+0.3% +$40 ﹤0.01% 1182
2025
Q4 		$10.8K Buy
293
+11
+4% +$398 ﹤0.01% 1147
2025
Q3 		$10.1K Buy
282
+45
+19% +$1.61K ﹤0.01% 1152
2025
Q2 		$8.01K Buy
+237
New +$7.32K ﹤0.01% 908

Other funds holding SMBK

Cravens & Co Advisors
Cravens & Co Advisors Cookeville, Tennessee $147M AUM 14.07% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
LeConte Wealth Management
LeConte Wealth Management Maryville, Tennessee $187M AUM 23.29% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
CAP Partners LLC
CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return

Essential Partners's SMBK Position: Q3 2026 in Review

Essential Partners held its SmartFinancial (SMBK) position steady in Q3 2026 at 87 shares worth $4.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1584.

Essential Partners first reported a position in SMBK in Q2 2025 and has held it in 6 quarters since. The position peaked at $11.5K in Q1 2026. 28 funds tracked by Wall St. Rank hold SMBK as of Q3 2026.

  • Essential Partners held 87 shares of SmartFinancial worth $4.31K as of Q3 2026.
  • Essential Partners left its SmartFinancial share count unchanged in Q3 2026.
  • SmartFinancial made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1584 holding.
  • Essential Partners first reported a position in SmartFinancial in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's SmartFinancial position peaked at $11.5K in Q1 2026.
  • 28 funds tracked by Wall St. Rank held SmartFinancial as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.