USA Financial Formulas’s SmartFinancial SMBK Stock Holding History

USA Financial Formulas’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	$47.7K	Buy	+963	New	+$48.6K	0.01%	235

Other funds holding SMBK

Cravens & Co Advisors Cookeville, Tennessee $147M AUM 14.07% 1-Year Est. Return

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

LeConte Wealth Management Maryville, Tennessee $187M AUM 23.29% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return

USA Financial Formulas's SMBK Position: Q3 2026 in Review

USA Financial Formulas opened a new position in SmartFinancial (SMBK) in Q3 2026: 963 shares worth $47.7K. The stake represents 0.01% of the portfolio and ranks #235 among its holdings.

26 funds tracked by Wall St. Rank hold SMBK as of Q3 2026.

USA Financial Formulas held 963 shares of SmartFinancial worth $47.7K as of Q3 2026.
SmartFinancial was a new USA Financial Formulas position in Q3 2026.
SmartFinancial made up 0.01% of USA Financial Formulas's portfolio in Q3 2026, its #235 holding.
26 funds tracked by Wall St. Rank held SmartFinancial as of Q3 2026.

Based on USA Financial Formulas's 13F filing for Q3 2026, filed 16 Oct 2026.