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HHM Wealth Advisors’s SmartFinancial SMBK Stock Holding History

HHM 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 		$344K Buy
7,332
+2,250
+44% +$95.6K 0.03% 158
2026
Q1 		$199K Hold
5,082
– – 0.02% 193
2025
Q4 		$188K Hold
5,082
– – 0.02% 205
2025
Q3 		$182K Hold
5,082
– – 0.02% 219
2025
Q2 		$172K Buy
5,082
+266
+6% +$8.21K 0.02% 223
2025
Q1 		$150K Hold
4,816
– – 0.02% 224
2024
Q4 		$149K Sell
4,816
-241
-5% -$7.97K 0.02% 218
2024
Q3 		$147K Sell
5,057
-562
-10% -$15.5K 0.02% 214
2024
Q2 		$133K Buy
5,619
+326
+6% +$7.05K 0.02% 217
2024
Q1 		$112K Sell
5,293
-236
-4% -$5.22K 0.02% 198
2023
Q4 		$135K Hold
5,529
– – 0.02% 180
2023
Q3 		$118K Hold
5,529
– – 0.02% 186
2023
Q2 		$119K Hold
5,529
– – 0.02% 192
2023
Q1 		$128K Buy
5,529
+760
+16% +$19.8K 0.03% 173
2022
Q4 		$131K Buy
4,769
+3,730
+359% +$105K 0.03% 153
2022
Q3 		$26K Hold
1,039
– – 0.01% 320
2022
Q2 		$25K Hold
1,039
– – 0.01% 393
2022
Q1 		$27K Hold
1,039
– – 0.01% 401
2021
Q4 		$28K Sell
1,039
-500
-32% -$13.3K 0.01% 384
2021
Q3 		$40K Sell
1,539
-913
-37% -$22.6K 0.01% 327
2021
Q2 		$59K Hold
2,452
– – 0.02% 277
2021
Q1 		$53K Hold
2,452
– – 0.02% 264
2020
Q4 		$44K Sell
2,452
-4,526
-65% -$74.5K 0.02% 276
2020
Q3 		$95K Hold
6,978
– – 0.04% 158
2020
Q2 		$113K Buy
6,978
+450
+7% +$6.58K 0.05% 125
2020
Q1 		$99K Buy
+6,528
New +$128K 0.05% 120

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

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

HHM Wealth Advisors increased its SmartFinancial (SMBK) stake by 44% in Q2 2026, buying an estimated $95.6K and bringing the position to 7,332 shares worth $344K. The position accounts for 0.03% of the portfolio, ranked #158.

HHM Wealth Advisors first reported a position in SMBK in Q1 2020 and has held it in 26 quarters since. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • HHM Wealth Advisors held 7,332 shares of SmartFinancial worth $344K as of Q2 2026.
  • HHM Wealth Advisors bought 2,250 SmartFinancial shares in Q2 2026, an estimated $95.6K.
  • SmartFinancial made up 0.03% of HHM Wealth Advisors's portfolio in Q2 2026, its #158 holding.
  • HHM Wealth Advisors first reported a position in SmartFinancial in Q1 2020 and has held it in 26 quarters since.
  • 185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

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