Stephens Consulting’s SmartFinancial SMBK Stock Holding History

Stephens Consulting’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
2025 Q2	–	Sell	-10	Closed	-$311	–	1881
2025 Q1	$311	Buy	+10	New	+$332	﹤0.01%	1469

Other funds holding SMBK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

PCMF

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CCA

Cravens & Co Advisors Cookeville, Tennessee $154M AUM 17.67% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Stephens Consulting's SMBK Position: Q2 2025 in Review

Stephens Consulting sold out of SmartFinancial (SMBK) in Q2 2025, closing a stake of 10 shares — an estimated $311 sold.

Stephens Consulting first reported a position in SMBK in Q1 2025 and held it in 1 quarter. The position peaked at $311 in Q1 2025. 151 funds tracked by Wall St. Rank hold SMBK as of Q2 2025.

Stephens Consulting reported no remaining SmartFinancial position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 10 SmartFinancial shares in Q2 2025, an estimated $311.
Stephens Consulting first reported a position in SmartFinancial in Q1 2025 and held it in 1 quarter.
Stephens Consulting's SmartFinancial position peaked at $311 in Q1 2025.
151 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.