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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
Q2 		$4.08K Sell
87
-207
-70% -$8.79K ﹤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

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

Essential Partners's SMBK Position: Q2 2026 in Review

Essential Partners reduced its SmartFinancial (SMBK) stake by 70% in Q2 2026, selling an estimated $8.79K and leaving 87 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1632.

Essential Partners first reported a position in SMBK in Q2 2025 and has held it in 5 quarters since. The position peaked at $11.5K in Q1 2026. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • Essential Partners held 87 shares of SmartFinancial worth $4.08K as of Q2 2026.
  • Essential Partners sold 207 SmartFinancial shares in Q2 2026, an estimated $8.79K.
  • SmartFinancial made up ﹤0.01% of Essential Partners's portfolio in Q2 2026, its #1632 holding.
  • Essential Partners first reported a position in SmartFinancial in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's SmartFinancial position peaked at $11.5K in Q1 2026.
  • 185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.