LPL Financial’s SmartRent SMRT Stock Holding History

LPL Financial’s Portfolio SMRT Stock Details SMRT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$27.1K	Sell	23,000 -14,000	-38%	-$16.7K	﹤0.01%	6197
2026 Q2	$44K	Hold	37,000	–	–	﹤0.01%	6038
2026 Q1	$55.5K	Hold	37,000	–	–	﹤0.01%	5768
2025 Q4	$74.7K	Buy	37,000 +14,000	+61%	+$22.9K	﹤0.01%	5657
2025 Q3	$32.4K	Buy	23,000 +9,000	+64%	+$11.6K	﹤0.01%	5689
2025 Q2	$13.9K	Buy	+14,000	New	+$12.5K	﹤0.01%	5504
2022 Q1	–	Sell	-18,075	Closed	-$175K	–	4374
2021 Q4	$175K	Buy	+18,075	New	+$206K	﹤0.01%	4019

Other funds holding SMRT

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Argos Wealth Advisors Sacramento, California $371M AUM 33.15% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

R Squared Central, Hong Kong $188M AUM 18.2% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.73B AUM 24.99% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LPL Financial's SMRT Position: Q3 2026 in Review

LPL Financial reduced its SmartRent (SMRT) stake by 38% in Q3 2026, selling an estimated $16.7K and leaving 23,000 shares worth $27.1K. The position accounts for ﹤0.01% of the portfolio, ranked #6197.

LPL Financial first reported a position in SMRT in Q4 2021 and has held it in 7 quarters since. The position peaked at $175K in Q4 2021. 30 funds tracked by Wall St. Rank hold SMRT as of Q3 2026.

LPL Financial held 23,000 shares of SmartRent worth $27.1K as of Q3 2026.
LPL Financial sold 14,000 SmartRent shares in Q3 2026, an estimated $16.7K.
SmartRent made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #6197 holding.
LPL Financial first reported a position in SmartRent in Q4 2021 and has held it in 7 quarters since.
LPL Financial's SmartRent position peaked at $175K in Q4 2021.
30 funds tracked by Wall St. Rank held SmartRent as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.