Steward Partners Investment Advisory’s SmartFinancial SMBK Stock Holding History

Steward Partners Investment Advisory’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	$798	Buy	+17	New	+$722	﹤0.01%	4413
2020 Q1	–	Sell	-1,200	Closed	-$28K	–	2683
2019 Q4	$28K	Hold	1,200	–	–	﹤0.01%	1651
2019 Q3	$25K	Hold	1,200	–	–	﹤0.01%	1653
2019 Q2	$26K	Buy	+1,200	New	+$24.8K	﹤0.01%	1608
2018 Q3	–	Sell	-1,200	Closed	-$31K	–	2690
2018 Q2	$31K	Hold	1,200	–	–	﹤0.01%	1288
2018 Q1	$28K	Buy	1,200 +500	+71%	+$11.2K	﹤0.01%	1216
2017 Q4	$15K	Buy	+700	New	+$16.1K	﹤0.01%	1225

Other funds holding SMBK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

PCMF

Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Steward Partners Investment Advisory's SMBK Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in SmartFinancial (SMBK) in Q2 2026: 17 shares worth $798. The stake represents ﹤0.01% of the portfolio and ranks #4413 among its holdings. This is a return to the name: Steward Partners Investment Advisory previously reported a position in SMBK as recently as Q4 2019.

Steward Partners Investment Advisory first reported a position in SMBK in Q4 2017 and has held it in 7 quarters since. The position peaked at $31K in Q2 2018. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

Steward Partners Investment Advisory held 17 shares of SmartFinancial worth $798 as of Q2 2026.
SmartFinancial was a new Steward Partners Investment Advisory position in Q2 2026.
SmartFinancial made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4413 holding.
Steward Partners Investment Advisory first reported a position in SmartFinancial in Q4 2017 and has held it in 7 quarters since.
Steward Partners Investment Advisory's SmartFinancial position peaked at $31K in Q2 2018.
185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.