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
Q2 		$2.22M Buy
47,337
+52
+0.1% +$2.21K ﹤0.01% 3412
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial's SMBK Position: Q2 2026 in Review

Raymond James Financial increased its SmartFinancial (SMBK) stake by 0.11% in Q2 2026, buying an estimated $2.21K and bringing the position to 47,337 shares worth $2.22M. The position accounts for ﹤0.01% of the portfolio, ranked #3412.

Raymond James Financial first reported a position in SMBK in Q4 2024 and has held it in 7 quarters since. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • Raymond James Financial held 47,337 shares of SmartFinancial worth $2.22M as of Q2 2026.
  • Raymond James Financial bought 52 SmartFinancial shares in Q2 2026, an estimated $2.21K.
  • SmartFinancial made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #3412 holding.
  • Raymond James Financial first reported a position in SmartFinancial in Q4 2024 and has held it in 7 quarters since.
  • 185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.