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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
Q2 		$261K Sell
5,563
-952
-15% -$40.5K ﹤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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Kestra Private Wealth Services's SMBK Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its SmartFinancial (SMBK) stake by 15% in Q2 2026, selling an estimated $40.5K and leaving 5,563 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #1567.

Kestra Private Wealth Services first reported a position in SMBK in Q3 2025 and has held it in 4 quarters since. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • Kestra Private Wealth Services held 5,563 shares of SmartFinancial worth $261K as of Q2 2026.
  • Kestra Private Wealth Services sold 952 SmartFinancial shares in Q2 2026, an estimated $40.5K.
  • SmartFinancial made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1567 holding.
  • Kestra Private Wealth Services first reported a position in SmartFinancial in Q3 2025 and has held it in 4 quarters since.
  • 185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.