Sequoia Financial Advisors’s SmartFinancial SMBK Stock Holding History

Sequoia Financial Advisors’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	$371K	Buy	+7,915	New	+$336K	﹤0.01%	1527

Other funds holding SMBK

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Sequoia Financial Advisors's SMBK Position: Q2 2026 in Review

Sequoia Financial Advisors opened a new position in SmartFinancial (SMBK) in Q2 2026: 7,915 shares worth $371K. The stake represents ﹤0.01% of the portfolio and ranks #1527 among its holdings.

15 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

Sequoia Financial Advisors held 7,915 shares of SmartFinancial worth $371K as of Q2 2026.
SmartFinancial was a new Sequoia Financial Advisors position in Q2 2026.
SmartFinancial made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1527 holding.
15 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.