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Brooks Moore & Associates’s SmartFinancial SMBK Stock Holding History

Brooks Moore & Associates’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 		$533K Hold
11,351
– – 0.24% 76
2026
Q1 		$444K Hold
11,351
– – 0.22% 77
2025
Q4 		$420K Hold
11,351
– – 0.21% 79
2025
Q3 		$406K Hold
11,351
– – 0.21% 79
2025
Q2 		$389K Hold
11,351
– – 0.21% 78
2025
Q1 		$353K Hold
11,351
– – 0.2% 83
2024
Q4 		$352K Sell
11,351
-258
-2% -$8.54K 0.21% 78
2024
Q3 		$338K Hold
11,609
– – 0.2% 75
2024
Q2 		$275K Hold
11,609
– – 0.18% 79
2024
Q1 		$245K Buy
11,609
+165
+1% +$3.65K 0.16% 84
2023
Q4 		$280K Buy
+11,444
New +$253K 0.19% 74

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
American Century Companies
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
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

Brooks Moore & Associates's SMBK Position: Q2 2026 in Review

Brooks Moore & Associates held its SmartFinancial (SMBK) position steady in Q2 2026 at 11,351 shares worth $533K. The position accounts for 0.24% of the portfolio, ranked #76.

Brooks Moore & Associates first reported a position in SMBK in Q4 2023 and has held it in 11 quarters since. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • Brooks Moore & Associates held 11,351 shares of SmartFinancial worth $533K as of Q2 2026.
  • Brooks Moore & Associates left its SmartFinancial share count unchanged in Q2 2026.
  • SmartFinancial made up 0.24% of Brooks Moore & Associates's portfolio in Q2 2026, its #76 holding.
  • Brooks Moore & Associates first reported a position in SmartFinancial in Q4 2023 and has held it in 11 quarters since.
  • 185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Brooks Moore & Associates's 13F filing for Q2 2026, filed 17 Aug 2026.