IFP Advisors’s SmartFinancial SMBK Stock Holding History

IFP 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	$2.21K	Buy	47 +12	+34%	+$510	﹤0.01%	4196
2026 Q1	$1.37K	Hold	35	–	–	﹤0.01%	4090
2025 Q4	$1.29K	Hold	35	–	–	﹤0.01%	3985
2025 Q3	$1.25K	Buy	35 +12	+52%	+$429	﹤0.01%	3857
2025 Q2	$1.25K	Buy	23 +22	+2,200%	+$679	﹤0.01%	4130
2025 Q1	$31	Hold	1	–	–	﹤0.01%	4111
2024 Q4	$31	Buy	+1	New	+$33	﹤0.01%	4375
2022 Q4	–	Sell	-500	Closed	-$12K	–	4815
2022 Q3	$12K	Hold	500	–	–	﹤0.01%	3525
2022 Q2	$12K	Hold	500	–	–	﹤0.01%	3272
2022 Q1	$12K	Hold	500	–	–	﹤0.01%	3272
2021 Q4	$14K	Hold	500	–	–	﹤0.01%	2101
2021 Q3	$13K	Hold	500	–	–	﹤0.01%	2176
2021 Q2	$12K	Hold	500	–	–	﹤0.01%	2153
2021 Q1	$11K	Hold	500	–	–	﹤0.01%	2109
2020 Q4	$9K	Hold	500	–	–	﹤0.01%	2114
2020 Q3	$7K	Buy	+500	New	+$7.07K	﹤0.01%	2047

Other funds holding SMBK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

IFP Advisors's SMBK Position: Q2 2026 in Review

IFP Advisors increased its SmartFinancial (SMBK) stake by 34% in Q2 2026, buying an estimated $510 and bringing the position to 47 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #4196.

IFP Advisors first reported a position in SMBK in Q3 2020 and has held it in 16 quarters since. The position peaked at $14K in Q4 2021. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

IFP Advisors held 47 shares of SmartFinancial worth $2.21K as of Q2 2026.
IFP Advisors bought 12 SmartFinancial shares in Q2 2026, an estimated $510.
SmartFinancial made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4196 holding.
IFP Advisors first reported a position in SmartFinancial in Q3 2020 and has held it in 16 quarters since.
IFP Advisors's SmartFinancial position peaked at $14K in Q4 2021.
185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.