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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
Q3 		$1.24K Hold
25
– – ﹤0.01% 1862
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

CCA
Cravens & Co Advisors Cookeville, Tennessee $147M AUM 14.07% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design's SMBK Position: Q3 2026 in Review

True Wealth Design held its SmartFinancial (SMBK) position steady in Q3 2026 at 25 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1862.

True Wealth Design first reported a position in SMBK in Q2 2025 and has held it in 6 quarters since. 17 funds tracked by Wall St. Rank hold SMBK as of Q3 2026.

  • True Wealth Design held 25 shares of SmartFinancial worth $1.24K as of Q3 2026.
  • True Wealth Design left its SmartFinancial share count unchanged in Q3 2026.
  • SmartFinancial made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1862 holding.
  • True Wealth Design first reported a position in SmartFinancial in Q2 2025 and has held it in 6 quarters since.
  • 17 funds tracked by Wall St. Rank held SmartFinancial as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.