Aptus Capital Advisors’s SmartFinancial SMBK Stock Holding History

Aptus Capital 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	$424K	Buy	9,029 +1,419	+19%	+$60.3K	﹤0.01%	839
2026 Q1	$297K	Buy	7,610 +17	+0.2%	+$672	﹤0.01%	880
2025 Q4	$281K	Buy	7,593 +32	+0.4%	+$1.16K	﹤0.01%	906
2025 Q3	$270K	Buy	7,561 +16	+0.2%	+$572	﹤0.01%	877
2025 Q2	$255K	Buy	7,545 +18	+0.2%	+$556	﹤0.01%	866
2025 Q1	$234K	Buy	7,527 +21	+0.3%	+$698	﹤0.01%	845
2024 Q4	$233K	Sell	7,506 -6,984	-48%	-$231K	﹤0.01%	852
2024 Q3	$422K	Buy	14,490 +40	+0.3%	+$1.1K	0.01%	581
2024 Q2	$342K	Hold	14,450	–	–	0.01%	588
2024 Q1	$304K	Hold	14,450	–	–	0.01%	626
2023 Q4	$354K	Hold	14,450	–	–	0.01%	440
2023 Q3	$309K	Hold	14,450	–	–	0.01%	466
2023 Q2	$311K	Hold	14,450	–	–	0.01%	402
2023 Q1	$334K	Hold	14,450	–	–	0.01%	376
2022 Q4	$397K	Hold	14,450	–	–	0.01%	373
2022 Q3	$357K	Hold	14,450	–	–	0.01%	363
2022 Q2	$349K	Hold	14,450	–	–	0.01%	306
2022 Q1	$370K	Hold	14,450	–	–	0.01%	334
2021 Q4	$395K	Hold	14,450	–	–	0.01%	298
2021 Q3	$374K	Hold	14,450	–	–	0.01%	301
2021 Q2	$347K	Hold	14,450	–	–	0.01%	304
2021 Q1	$313K	Sell	14,450 -552	-4%	-$11.6K	0.01%	296
2020 Q4	$272K	Hold	15,002	–	–	0.01%	273
2020 Q3	$203K	Hold	15,002	–	–	0.01%	290
2020 Q2	$242K	Hold	15,002	–	–	0.02%	246
2020 Q1	$228K	Hold	15,002	–	–	0.02%	250
2019 Q4	$354K	Hold	15,002	–	–	0.03%	294
2019 Q3	$312K	Hold	15,002	–	–	0.02%	320
2019 Q2	$325K	Buy	+15,002	New	+$310K	0.05%	278
2019 Q1	–	Sell	-15,002	Closed	-$274K	–	324
2018 Q4	$274K	Buy	+15,002	New	+$311K	0.07%	110

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

Aptus Capital Advisors's SMBK Position: Q2 2026 in Review

Aptus Capital Advisors increased its SmartFinancial (SMBK) stake by 19% in Q2 2026, buying an estimated $60.3K and bringing the position to 9,029 shares worth $424K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Aptus Capital Advisors first reported a position in SMBK in Q4 2018 and has held it in 30 quarters since. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

Aptus Capital Advisors held 9,029 shares of SmartFinancial worth $424K as of Q2 2026.
Aptus Capital Advisors bought 1,419 SmartFinancial shares in Q2 2026, an estimated $60.3K.
SmartFinancial made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #839 holding.
Aptus Capital Advisors first reported a position in SmartFinancial in Q4 2018 and has held it in 30 quarters since.
185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.