Wealth Preservation Advisors’s SmartFinancial SMBK Stock Holding History

Wealth Preservation Advisors’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	$247K	Hold	5,261	–	–	0.14%	72
2026 Q1	$206K	Sell	5,261 -1,684	-24%	-$66.6K	0.17%	63
2025 Q4	$257K	Hold	6,945	–	–	0.13%	76
2025 Q3	$248K	Hold	6,945	–	–	0.14%	72
2025 Q2	$235K	Hold	6,945	–	–	0.14%	79
2025 Q1	$216K	Buy	+6,945	New	+$231K	0.15%	72

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

Wealth Preservation Advisors's SMBK Position: Q2 2026 in Review

Wealth Preservation Advisors held its SmartFinancial (SMBK) position steady in Q2 2026 at 5,261 shares worth $247K. The position accounts for 0.14% of the portfolio, ranked #72.

Wealth Preservation Advisors first reported a position in SMBK in Q1 2025 and has held it in 6 quarters since. The position peaked at $257K in Q4 2025. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

Wealth Preservation Advisors held 5,261 shares of SmartFinancial worth $247K as of Q2 2026.
Wealth Preservation Advisors left its SmartFinancial share count unchanged in Q2 2026.
SmartFinancial made up 0.14% of Wealth Preservation Advisors's portfolio in Q2 2026, its #72 holding.
Wealth Preservation Advisors first reported a position in SmartFinancial in Q1 2025 and has held it in 6 quarters since.
Wealth Preservation Advisors's SmartFinancial position peaked at $257K in Q4 2025.
185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.