Raymond James Financial
SMBK icon

Raymond James Financial’s SmartFinancial SMBK Stock Holding History

Raymond James Financial’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 		$1.85M Buy
47,285
+34,927
+283% +$1.38M ﹤0.01% 3421
2025
Q4 		$457K Buy
12,358
+2,223
+22% +$80.5K ﹤0.01% 4329
2025
Q3 		$362K Buy
10,135
+4
+0% +$143 ﹤0.01% 4305
2025
Q2 		$342K Sell
10,131
-796
-7% -$24.6K ﹤0.01% 4224
2025
Q1 		$340K Sell
10,927
-7,789
-42% -$259K ﹤0.01% 4144
2024
Q4 		$580K Buy
+18,716
New +$619K ﹤0.01% 3810

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