Kestra Private Wealth Services’s SmartFinancial SMBK Stock Holding History

Kestra Private Wealth Services’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	$276K	Buy	5,573 +10	+0.2%	+$505	﹤0.01%	1516
2026 Q2	$261K	Sell	5,563 -952	-15%	-$40.4K	﹤0.01%	1567
2026 Q1	$255K	Buy	6,515 +13	+0.2%	+$514	﹤0.01%	1526
2025 Q4	$241K	Buy	6,502 +14	+0.2%	+$507	﹤0.01%	1530
2025 Q3	$232K	Buy	+6,488	New	+$232K	﹤0.01%	1493

Other funds holding SMBK

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

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

Salzhauer Michael $249M AUM 14.38% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Banc Funds Company Chicago, Illinois $630M AUM 18.94% 1-Year Est. Return

Kestra Private Wealth Services's SMBK Position: Q3 2026 in Review

Kestra Private Wealth Services increased its SmartFinancial (SMBK) stake by 0.18% in Q3 2026, buying an estimated $505 and bringing the position to 5,573 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #1516.

Kestra Private Wealth Services first reported a position in SMBK in Q3 2025 and has held it in 5 quarters since. 89 funds tracked by Wall St. Rank hold SMBK as of Q3 2026.

Kestra Private Wealth Services held 5,573 shares of SmartFinancial worth $276K as of Q3 2026.
Kestra Private Wealth Services bought 10 SmartFinancial shares in Q3 2026, an estimated $505.
SmartFinancial made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q3 2026, its #1516 holding.
Kestra Private Wealth Services first reported a position in SmartFinancial in Q3 2025 and has held it in 5 quarters since.
89 funds tracked by Wall St. Rank held SmartFinancial as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.