FFA
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Farther Finance Advisors’s SmartFinancial SMBK Stock Holding History

Farther Finance 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 		$2.72K Buy
58
+42
+263% +$1.78K ﹤0.01% 5055
2026
Q1 		$629 Hold
16
– – ﹤0.01% 5220
2025
Q4 		$592 Buy
16
+11
+220% +$398 ﹤0.01% 5024
2025
Q3 		$179 Buy
+5
New +$179 ﹤0.01% 4745

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

Farther Finance Advisors's SMBK Position: Q2 2026 in Review

Farther Finance Advisors increased its SmartFinancial (SMBK) stake by 263% in Q2 2026, buying an estimated $1.78K and bringing the position to 58 shares worth $2.72K. The position accounts for ﹤0.01% of the portfolio, ranked #5055.

Farther Finance Advisors first reported a position in SMBK in Q3 2025 and has held it in 4 quarters since. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • Farther Finance Advisors held 58 shares of SmartFinancial worth $2.72K as of Q2 2026.
  • Farther Finance Advisors bought 42 SmartFinancial shares in Q2 2026, an estimated $1.78K.
  • SmartFinancial made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #5055 holding.
  • Farther Finance Advisors first reported a position in SmartFinancial in Q3 2025 and has held it in 4 quarters since.
  • 185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.