Bank of America’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.85M | Buy |
47,443
+28,280
| +148% | +$1.12M | ﹤0.01% | 4166 |
|
|
2025
Q4 | $709K | Buy |
19,163
+4,021
| +27% | +$146K | ﹤0.01% | 4713 |
|
|
2025
Q3 | $541K | Sell |
15,142
-1,908
| -11% | -$68.3K | ﹤0.01% | 5737 |
|
|
2025
Q2 | $576K | Buy |
17,050
+5,075
| +42% | +$157K | ﹤0.01% | 5631 |
|
|
2025
Q1 | $372K | Sell |
11,975
-5,849
| -33% | -$194K | ﹤0.01% | 5817 |
|
|
2024
Q4 | $552K | Buy |
17,824
+5,206
| +41% | +$172K | ﹤0.01% | 5454 |
|
|
2024
Q3 | $368K | Buy |
12,618
+941
| +8% | +$25.9K | ﹤0.01% | 5684 |
|
|
2024
Q2 | $276K | Buy |
11,677
+2,757
| +31% | +$59.6K | ﹤0.01% | 5718 |
|
|
2024
Q1 | $188K | Sell |
8,920
-10,001
| -53% | -$221K | ﹤0.01% | 5915 |
|
|
2023
Q4 | $463K | Buy |
18,921
+3,407
| +22% | +$75.4K | ﹤0.01% | 5551 |
|
|
2023
Q3 | $332K | Buy |
15,514
+2,044
| +15% | +$47.3K | ﹤0.01% | 5596 |
|
|
2023
Q2 | $290K | Sell |
13,470
-2,617
| -16% | -$57.2K | ﹤0.01% | 5600 |
|
|
2023
Q1 | $372K | Buy |
16,087
+4,586
| +40% | +$120K | ﹤0.01% | 5568 |
|
|
2022
Q4 | $316K | Buy |
11,501
+6,250
| +119% | +$176K | ﹤0.01% | 5666 |
|
|
2022
Q3 | $129K | Buy |
5,251
+2,619
| +100% | +$66.1K | ﹤0.01% | 6216 |
|
|
2022
Q2 | $63K | Sell |
2,632
-1,378
| -34% | -$34.2K | ﹤0.01% | 6721 |
|
|
2022
Q1 | $103K | Sell |
4,010
-10,774
| -73% | -$285K | ﹤0.01% | 6849 |
|
|
2021
Q4 | $405K | Buy |
14,784
+5,198
| +54% | +$138K | ﹤0.01% | 6042 |
|
|
2021
Q3 | $247K | Sell |
9,586
-1,476
| -13% | -$36.5K | ﹤0.01% | 6157 |
|
|
2021
Q2 | $266K | Sell |
11,062
-14,358
| -56% | -$338K | ﹤0.01% | 5882 |
|
|
2021
Q1 | $549K | Sell |
25,420
-11,507
| -31% | -$243K | ﹤0.01% | 5279 |
|
|
2020
Q4 | $669K | Buy |
36,927
+3,732
| +11% | +$61.4K | ﹤0.01% | 4804 |
|
|
2020
Q3 | $451K | Buy |
33,195
+6,327
| +24% | +$89.5K | ﹤0.01% | 4790 |
|
|
2020
Q2 | $435K | Buy |
26,868
+12,657
| +89% | +$185K | ﹤0.01% | 4714 |
|
|
2020
Q1 | $216K | Sell |
14,211
-5,961
| -30% | -$117K | ﹤0.01% | 5032 |
|
|
2019
Q4 | $477K | Buy |
20,172
+2,329
| +13% | +$51.3K | ﹤0.01% | 5038 |
|
|
2019
Q3 | $371K | Sell |
17,843
-22,751
| -56% | -$479K | ﹤0.01% | 5281 |
|
|
2019
Q2 | $880K | Buy |
40,594
+2,286
| +6% | +$47.3K | ﹤0.01% | 4656 |
|
|
2019
Q1 | $724K | Sell |
38,308
-3,117
| -8% | -$59.5K | ﹤0.01% | 4764 |
|
|
2018
Q4 | $757K | Sell |
41,425
-739
| -2% | -$15.3K | ﹤0.01% | 4621 |
|
|
2018
Q3 | $993K | Buy |
42,164
+2,936
| +7% | +$73.1K | ﹤0.01% | 4490 |
|
|
2018
Q2 | $1.01M | Buy |
39,228
+18,871
| +93% | +$462K | ﹤0.01% | 4455 |
|
|
2018
Q1 | $479K | Buy |
20,357
+19,236
| +1,716% | +$430K | ﹤0.01% | 4840 |
|
|
2017
Q4 | $24K | Buy |
1,121
+788
| +237% | +$18.1K | ﹤0.01% | 6361 |
|
|
2017
Q3 | $8K | Buy |
333
+318
| +2,120% | +$7.59K | ﹤0.01% | 6616 |
|
|
2017
Q2 | $0 | Hold |
15
| – | – | ﹤0.01% | 7153 |
|
|
2017
Q1 | $0 | Hold |
15
| – | – | ﹤0.01% | 7203 |
|
|
2016
Q4 | $0 | Sell |
15
-616
| -98% | -$11.1K | ﹤0.01% | 7285 |
|
|
2016
Q3 | $10K | Buy |
631
+616
| +4,107% | +$9.69K | ﹤0.01% | 6393 |
|
|
2016
Q2 | $0 | Hold |
15
| – | – | ﹤0.01% | 7347 |
|
|
2016
Q1 | $0 | Buy |
+15
| New | +$239 | ﹤0.01% | 7282 |
|
Other funds holding SMBK
VCM
PCMF
Bank of America's SMBK Position: Q1 2026 in Review
Bank of America increased its SmartFinancial (SMBK) stake by 148% in Q1 2026, buying an estimated $1.12M and bringing the position to 47,443 shares worth $1.85M. The position accounts for ﹤0.01% of the portfolio, ranked #4166.
Bank of America first reported a position in SMBK in Q1 2016 and has held it in 41 quarters since. 175 funds tracked by Wall St. Rank hold SMBK as of Q1 2026.
- Bank of America held 47,443 shares of SmartFinancial worth $1.85M as of Q1 2026.
- Bank of America bought 28,280 SmartFinancial shares in Q1 2026, an estimated $1.12M.
- SmartFinancial made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #4166 holding.
- Bank of America first reported a position in SmartFinancial in Q1 2016 and has held it in 41 quarters since.
- 175 funds tracked by Wall St. Rank held SmartFinancial as of Q1 2026.
Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.