Back to SMBK
KESTRA PRIVATE WEALTH SERVICES, LLC → SMBK
KESTRA PRIVATE WEALTH SERVICES, LLC SMBK Position History
SmartFinancial, Inc. • Financial Services
Quarters held
5
Latest value
$276K
Q3 2026
Peak value
$276K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $232K |
| Q4 2025 | $241K |
| Q1 2026 | $255K |
| Q2 2026 | $261K |
| Q3 2026 | $276K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $276K | 5.6K | — | — |
| Q2 2026 | $261K | 5.6K | — | — |
| Q1 2026 | $255K | 6.5K | — | — |
| Q4 2025 | $241K | 6.5K | — | — |
| Q3 2025 | $232K | 6.5K | — | — |
Other funds holding SMBK
$384.6M
$263.6M
$29.2M
$27.7M
$27.3M
$26.9M