EWA
SMBK icon

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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return