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Pinnacle Wealth Planning Services’s SmartFinancial SMBK Stock Holding History

Pinnacle Wealth Planning 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
Q1 		$11K Hold
282
– – ﹤0.01% 1958
2025
Q4 		$10.4K Buy
+282
New +$10.2K ﹤0.01% 1996
2021
Q1 		– Sell
-282
Closed -$5K – 1688
2020
Q4 		$5K Buy
+282
New +$4.64K ﹤0.01% 1681

Other funds holding SMBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Pinnacle Wealth Planning Services's SMBK Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its SmartFinancial (SMBK) position steady in Q1 2026 at 282 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #1958.

Pinnacle Wealth Planning Services first reported a position in SMBK in Q4 2020 and has held it in 3 quarters since. 175 funds tracked by Wall St. Rank hold SMBK as of Q1 2026.

  • Pinnacle Wealth Planning Services held 282 shares of SmartFinancial worth $11K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its SmartFinancial share count unchanged in Q1 2026.
  • SmartFinancial made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1958 holding.
  • Pinnacle Wealth Planning Services first reported a position in SmartFinancial in Q4 2020 and has held it in 3 quarters since.
  • 175 funds tracked by Wall St. Rank held SmartFinancial as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.