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Larson Financial Group’s SmartFinancial SMBK Stock Holding History

Larson Financial Group’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 		$5.4K Buy
115
+35
+44% +$1.49K ﹤0.01% 2738
2026
Q1 		$3.13K Hold
80
– – ﹤0.01% 2808
2025
Q4 		$2.96K Hold
80
– – ﹤0.01% 2673
2025
Q3 		$2.86K Buy
80
+17
+27% +$608 ﹤0.01% 2564
2025
Q2 		$2.13K Buy
+63
New +$1.95K ﹤0.01% 2386

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

Larson Financial Group's SMBK Position: Q2 2026 in Review

Larson Financial Group increased its SmartFinancial (SMBK) stake by 44% in Q2 2026, buying an estimated $1.49K and bringing the position to 115 shares worth $5.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2738.

Larson Financial Group first reported a position in SMBK in Q2 2025 and has held it in 5 quarters since. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • Larson Financial Group held 115 shares of SmartFinancial worth $5.4K as of Q2 2026.
  • Larson Financial Group bought 35 SmartFinancial shares in Q2 2026, an estimated $1.49K.
  • SmartFinancial made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2738 holding.
  • Larson Financial Group first reported a position in SmartFinancial in Q2 2025 and has held it in 5 quarters since.
  • 185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.