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Rothschild Investment LLC’s SmartFinancial SMBK Stock Holding History

Rothschild Investment LLC’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 		$2.11K Buy
45
+24
+114% +$1.02K ﹤0.01% 2736
2026
Q1 		$821 Buy
21
+4
+24% +$158 ﹤0.01% 2954
2025
Q4 		$629 Buy
17
+12
+240% +$434 ﹤0.01% 2857
2025
Q3 		$179 Hold
5
– – ﹤0.01% 3015
2025
Q2 		$169 Sell
5
-5
-50% -$154 ﹤0.01% 2948
2025
Q1 		$311 Buy
10
+5
+100% +$166 ﹤0.01% 2757
2024
Q4 		$155 Hold
5
– – ﹤0.01% 2840
2024
Q3 		$146 Buy
+5
New +$138 ﹤0.01% 2769

Other funds holding SMBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 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
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return

Rothschild Investment LLC's SMBK Position: Q2 2026 in Review

Rothschild Investment LLC increased its SmartFinancial (SMBK) stake by 114% in Q2 2026, buying an estimated $1.02K and bringing the position to 45 shares worth $2.11K. The position accounts for ﹤0.01% of the portfolio, ranked #2736.

Rothschild Investment LLC first reported a position in SMBK in Q3 2024 and has held it in 8 quarters since. 64 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • Rothschild Investment LLC held 45 shares of SmartFinancial worth $2.11K as of Q2 2026.
  • Rothschild Investment LLC bought 24 SmartFinancial shares in Q2 2026, an estimated $1.02K.
  • SmartFinancial made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2736 holding.
  • Rothschild Investment LLC first reported a position in SmartFinancial in Q3 2024 and has held it in 8 quarters since.
  • 64 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.