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 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 $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

First Eagle Investment Management

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return