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Root Financial Partners’s SmartFinancial SMBK Stock Holding History

Root Financial Partners’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 		– Sell
-13
Closed -$508 – 2737
2026
Q1 		$508 Buy
+13
New +$514 ﹤0.01% 2857

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
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
YMRC
Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return

Root Financial Partners's SMBK Position: Q2 2026 in Review

Root Financial Partners sold out of SmartFinancial (SMBK) in Q2 2026, closing a stake of 13 shares — an estimated $508 sold.

Root Financial Partners first reported a position in SMBK in Q1 2026 and held it in 1 quarter. The position peaked at $508 in Q1 2026. 30 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • Root Financial Partners reported no remaining SmartFinancial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 13 SmartFinancial shares in Q2 2026, an estimated $508.
  • Root Financial Partners first reported a position in SmartFinancial in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's SmartFinancial position peaked at $508 in Q1 2026.
  • 30 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.