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MassMutual Private Wealth & Trust’s SmartFinancial SMBK Stock Holding History

MassMutual Private Wealth & Trust’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 		$4.46K Hold
95
– – ﹤0.01% 1726
2026
Q1 		$3.71K Hold
95
– – ﹤0.01% 1783
2025
Q4 		$3.51K Hold
95
– – ﹤0.01% 1816
2025
Q3 		$3.39K Hold
95
– – ﹤0.01% 1819
2025
Q2 		$3.21K Hold
95
– – ﹤0.01% 1797
2025
Q1 		$2.95K Hold
95
– – ﹤0.01% 1798
2024
Q4 		$2.94K Buy
95
+17
+22% +$562 ﹤0.01% 1709
2024
Q3 		$2.27K Buy
78
+34
+77% +$936 ﹤0.01% 1618
2024
Q2 		$1.04K Buy
44
+31
+238% +$671 ﹤0.01% 1807
2024
Q1 		$274 Buy
+13
New +$287 ﹤0.01% 1950

Other funds holding SMBK

SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AF
AGP Franklin Franklin, Tennessee $231M AUM 41.81% 1-Year Est. Return

MassMutual Private Wealth & Trust's SMBK Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its SmartFinancial (SMBK) position steady in Q2 2026 at 95 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #1726.

MassMutual Private Wealth & Trust first reported a position in SMBK in Q1 2024 and has held it in 10 quarters since. 36 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • MassMutual Private Wealth & Trust held 95 shares of SmartFinancial worth $4.46K as of Q2 2026.
  • MassMutual Private Wealth & Trust left its SmartFinancial share count unchanged in Q2 2026.
  • SmartFinancial made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1726 holding.
  • MassMutual Private Wealth & Trust first reported a position in SmartFinancial in Q1 2024 and has held it in 10 quarters since.
  • 36 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.