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Womack Financial’s Smith-Midland SMID Stock Holding History

Womack Financial’s Portfolio SMID Stock Details SMID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$217K Buy
+9,502
New +$258K 0.14% 69

Other funds holding SMID

ATC
Adirondack Trust Company Saratoga Springs, New York $320M AUM 23.25% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Womack Financial's SMID Position: Q3 2026 in Review

Womack Financial opened a new position in Smith-Midland (SMID) in Q3 2026: 9,502 shares worth $217K. The stake represents 0.14% of the portfolio and ranks #69 among its holdings.

5 funds tracked by Wall St. Rank hold SMID as of Q3 2026.

  • Womack Financial held 9,502 shares of Smith-Midland worth $217K as of Q3 2026.
  • Smith-Midland was a new Womack Financial position in Q3 2026.
  • Smith-Midland made up 0.14% of Womack Financial's portfolio in Q3 2026, its #69 holding.
  • 5 funds tracked by Wall St. Rank held Smith-Midland as of Q3 2026.

Based on Womack Financial's 13F filing for Q3 2026, filed 14 Oct 2026.