Fortitude Family Office’s SmartFinancial SMBK Stock Holding History

Fortitude Family Office’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	$1.27K	Buy	+27	New	+$1.15K	﹤0.01%	1667

Other funds holding SMBK

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Fortitude Family Office's SMBK Position: Q2 2026 in Review

Fortitude Family Office opened a new position in SmartFinancial (SMBK) in Q2 2026: 27 shares worth $1.27K. The stake represents ﹤0.01% of the portfolio and ranks #1667 among its holdings.

22 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

Fortitude Family Office held 27 shares of SmartFinancial worth $1.27K as of Q2 2026.
SmartFinancial was a new Fortitude Family Office position in Q2 2026.
SmartFinancial made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1667 holding.
22 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.