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 Q3	$2.33K	Hold	47	–	–	﹤0.01%	4157
2026 Q2	$2.2K	Buy	47 +12	+34%	+$510	﹤0.01%	4196
2026 Q1	$1.37K	Hold	35	–	–	﹤0.01%	4090
2025 Q4	$1.3K	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

Cravens & Co Advisors Cookeville, Tennessee $147M AUM 14.07% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

LeConte Wealth Management Maryville, Tennessee $187M AUM 23.29% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

IFP Advisors's SMBK Position: Q3 2026 in Review

IFP Advisors held its SmartFinancial (SMBK) position steady in Q3 2026 at 47 shares worth $2.33K. The position accounts for ﹤0.01% of the portfolio, ranked #4157.

IFP Advisors first reported a position in SMBK in Q3 2020 and has held it in 17 quarters since. The position peaked at $14K in Q4 2021. 22 funds tracked by Wall St. Rank hold SMBK as of Q3 2026.

IFP Advisors held 47 shares of SmartFinancial worth $2.33K as of Q3 2026.
IFP Advisors left its SmartFinancial share count unchanged in Q3 2026.
SmartFinancial made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4157 holding.
IFP Advisors first reported a position in SmartFinancial in Q3 2020 and has held it in 17 quarters since.
IFP Advisors's SmartFinancial position peaked at $14K in Q4 2021.
22 funds tracked by Wall St. Rank held SmartFinancial as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.