EverSource Wealth Advisors’s SmartFinancial SMBK Stock Holding History

EverSource Wealth Advisors’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	$20.2K	Sell	431 -329	-43%	-$14K	﹤0.01%	2421
2026 Q1	$29.7K	Sell	760 -9	-1%	-$356	﹤0.01%	2249
2025 Q4	$28.4K	Sell	769 -729	-49%	-$26.4K	﹤0.01%	2148
2025 Q3	$53.5K	Sell	1,498 -1	-0.1%	-$36	﹤0.01%	1664
2025 Q2	$50.6K	Buy	1,499 +472	+46%	+$14.6K	﹤0.01%	1606
2025 Q1	$31.9K	Buy	1,027 +23	+2%	+$765	﹤0.01%	1451
2024 Q4	$31.1K	Buy	1,004 +4	+0.4%	+$132	﹤0.01%	1397
2024 Q3	$29.1K	Hold	1,000	–	–	﹤0.01%	1295
2024 Q2	$28.3K	Hold	1,000	–	–	﹤0.01%	1348
2024 Q1	$20.6K	Hold	1,000	–	–	﹤0.01%	1348
2023 Q4	$24.5K	Hold	1,000	–	–	﹤0.01%	1152
2023 Q3	$21.4K	Hold	1,000	–	–	﹤0.01%	1099
2023 Q2	$21.5K	Hold	1,000	–	–	﹤0.01%	1131
2023 Q1	$23.1K	Sell	1,000 -32	-3%	-$834	﹤0.01%	1022
2022 Q4	$28.4K	Sell	1,032 -6	-0.6%	-$169	﹤0.01%	960
2022 Q3	$26K	Buy	1,038 +38	+4%	+$959	0.01%	824
2022 Q2	$24K	Hold	1,000	–	–	0.01%	787
2022 Q1	$26K	Hold	1,000	–	–	0.01%	616
2021 Q4	$27K	Buy	+1,000	New	+$26.5K	0.01%	571

Other funds holding SMBK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

EverSource Wealth Advisors's SMBK Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its SmartFinancial (SMBK) stake by 43% in Q2 2026, selling an estimated $14K and leaving 431 shares worth $20.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2421.

EverSource Wealth Advisors first reported a position in SMBK in Q4 2021 and has held it in 19 quarters since. The position peaked at $53.5K in Q3 2025. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

EverSource Wealth Advisors held 431 shares of SmartFinancial worth $20.2K as of Q2 2026.
EverSource Wealth Advisors sold 329 SmartFinancial shares in Q2 2026, an estimated $14K.
SmartFinancial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2421 holding.
EverSource Wealth Advisors first reported a position in SmartFinancial in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's SmartFinancial position peaked at $53.5K in Q3 2025.
185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.