TWD
SMBK icon

True Wealth Design’s SmartFinancial SMBK Stock Holding History

True Wealth Design’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 		$1.17K Hold
25
– – ﹤0.01% 1921
2026
Q1 		$977 Hold
25
– – ﹤0.01% 1808
2025
Q4 		$925 Hold
25
– – ﹤0.01% 1733
2025
Q3 		$894 Hold
25
– – ﹤0.01% 1787
2025
Q2 		$845 Buy
+25
New +$772 ﹤0.01% 1532

Other funds holding SMBK

PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return