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SageView Advisory Group’s SmartFinancial SMBK Stock Holding History

SageView Advisory Group’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 		– Sell
-416
Closed -$15.4K – 2132
2025
Q4 		$15.4K Buy
+416
New +$15.1K ﹤0.01% 1551

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
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

SageView Advisory Group's SMBK Position: Q1 2026 in Review

SageView Advisory Group sold out of SmartFinancial (SMBK) in Q1 2026, closing a stake of 416 shares — an estimated $15.4K sold.

SageView Advisory Group first reported a position in SMBK in Q4 2025 and held it in 1 quarter. The position peaked at $15.4K in Q4 2025. 175 funds tracked by Wall St. Rank hold SMBK as of Q1 2026.

  • SageView Advisory Group reported no remaining SmartFinancial position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 416 SmartFinancial shares in Q1 2026, an estimated $15.4K.
  • SageView Advisory Group first reported a position in SmartFinancial in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's SmartFinancial position peaked at $15.4K in Q4 2025.
  • 175 funds tracked by Wall St. Rank held SmartFinancial as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.