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American Capital Advisory’s SmartFinancial SMBK Stock Holding History

American Capital Advisory’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
Q1 		– Sell
-1
Closed -$37 – 1204
2025
Q4 		$37 Buy
+1
New +$36 ﹤0.01% 1071

Other funds holding SMBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

American Capital Advisory's SMBK Position: Q1 2026 in Review

American Capital Advisory sold out of SmartFinancial (SMBK) in Q1 2026, closing a stake of 1 share — an estimated $37 sold.

American Capital Advisory first reported a position in SMBK in Q4 2025 and held it in 1 quarter. The position peaked at $37 in Q4 2025. 175 funds tracked by Wall St. Rank hold SMBK as of Q1 2026.

  • American Capital Advisory reported no remaining SmartFinancial position as of Q1 2026 after selling out during the quarter.
  • American Capital Advisory sold 1 SmartFinancial share in Q1 2026, an estimated $37.
  • American Capital Advisory first reported a position in SmartFinancial in Q4 2025 and held it in 1 quarter.
  • American Capital Advisory's SmartFinancial position peaked at $37 in Q4 2025.
  • 175 funds tracked by Wall St. Rank held SmartFinancial as of Q1 2026.

Based on American Capital Advisory's 13F filing for Q1 2026, filed 29 Apr 2026.