BMA
SMBK icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return