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Lindbrook Capital’s SmartFinancial SMBK Stock Holding History

Lindbrook Capital’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
2025
Q1 		$4.38K Sell
141
-6
-4% -$199 ﹤0.01% 2007
2024
Q4 		$4.55K Buy
147
+6
+4% +$199 ﹤0.01% 2022
2024
Q3 		$4.11K Buy
141
+7
+5% +$193 ﹤0.01% 2092
2024
Q2 		$3.17K Buy
+134
New +$2.9K ﹤0.01% 2194

Other funds holding SMBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
CCA
Cravens & Co Advisors Cookeville, Tennessee $154M AUM 17.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lindbrook Capital's SMBK Position: Q1 2025 in Review

Lindbrook Capital reduced its SmartFinancial (SMBK) stake by 4.1% in Q1 2025, selling an estimated $199 and leaving 141 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #2007.

Lindbrook Capital first reported a position in SMBK in Q2 2024 and has held it in 4 quarters since. The position peaked at $4.55K in Q4 2024. 139 funds tracked by Wall St. Rank hold SMBK as of Q1 2025.

  • Lindbrook Capital held 141 shares of SmartFinancial worth $4.38K as of Q1 2025.
  • Lindbrook Capital sold 6 SmartFinancial shares in Q1 2025, an estimated $199.
  • SmartFinancial made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2007 holding.
  • Lindbrook Capital first reported a position in SmartFinancial in Q2 2024 and has held it in 4 quarters since.
  • Lindbrook Capital's SmartFinancial position peaked at $4.55K in Q4 2024.
  • 139 funds tracked by Wall St. Rank held SmartFinancial as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.