Integrated Wealth Concepts’s SmartFinancial SMBK Stock Holding History

Integrated Wealth Concepts’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	$12.9K	Buy	+275	New	+$11.7K	﹤0.01%	4412

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

Integrated Wealth Concepts's SMBK Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in SmartFinancial (SMBK) in Q2 2026: 275 shares worth $12.9K. The stake represents ﹤0.01% of the portfolio and ranks #4412 among its holdings.

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

Integrated Wealth Concepts held 275 shares of SmartFinancial worth $12.9K as of Q2 2026.
SmartFinancial was a new Integrated Wealth Concepts position in Q2 2026.
SmartFinancial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4412 holding.
185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.