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Summit Wealth Group (Colorado)’s SmartFinancial SMBK Stock Holding History

Summit Wealth Group (Colorado)’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
Q4 		– Sell
-27,899
Closed -$2.68M – 445
2025
Q3 		$2.68M Buy
+27,899
New +$998K 0.41% 42

Other funds holding SMBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
CCA
Cravens & Co Advisors Cookeville, Tennessee $154M AUM 17.67% 1-Year Est. Return

Summit Wealth Group (Colorado)'s SMBK Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of SmartFinancial (SMBK) in Q4 2025, closing a stake of 27,899 shares — an estimated $2.68M sold.

Summit Wealth Group (Colorado) first reported a position in SMBK in Q3 2025 and held it in 1 quarter. The position peaked at $2.68M in Q3 2025. 166 funds tracked by Wall St. Rank hold SMBK as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining SmartFinancial position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 27,899 SmartFinancial shares in Q4 2025, an estimated $2.68M.
  • Summit Wealth Group (Colorado) first reported a position in SmartFinancial in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s SmartFinancial position peaked at $2.68M in Q3 2025.
  • 166 funds tracked by Wall St. Rank held SmartFinancial as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.