Finley Financial’s Smartbird Inc BIRD Stock Holding History

Finley Financial’s Portfolio BIRD Stock Details BIRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$40K	Hold	10,000	–	–	0.02%	105
2026 Q1	$30.1K	Buy	+10,000	New	+$34.8K	0.01%	103
2025 Q4	–	Sell	-5,000	Closed	-$28.4K	–	111
2025 Q3	$28.4K	Buy	+5,000	New	+$41.1K	0.01%	106

Other funds holding BIRD

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Finley Financial's BIRD Position: Q2 2026 in Review

Finley Financial held its Smartbird Inc (BIRD) position steady in Q2 2026 at 10,000 shares worth $40K. The position accounts for 0.02% of the portfolio, ranked #105.

Finley Financial first reported a position in BIRD in Q3 2025 and has held it in 3 quarters since. 3 funds tracked by Wall St. Rank hold BIRD as of Q2 2026.

Finley Financial held 10,000 shares of Smartbird Inc worth $40K as of Q2 2026.
Finley Financial left its Smartbird Inc share count unchanged in Q2 2026.
Smartbird Inc made up 0.02% of Finley Financial's portfolio in Q2 2026, its #105 holding.
Finley Financial first reported a position in Smartbird Inc in Q3 2025 and has held it in 3 quarters since.
3 funds tracked by Wall St. Rank held Smartbird Inc as of Q2 2026.

Based on Finley Financial's 13F filing for Q2 2026, filed 8 Jul 2026.