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CAP Partners LLC’s SmartFinancial SMBK Stock Holding History

CAP Partners LLC’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
Q3 		$392K Hold
7,910
– – 0.18% 111
2026
Q2 		$371K Hold
7,910
– – 0.18% 112
2026
Q1 		$309K Hold
7,910
– – 0.17% 116
2025
Q4 		$293K Hold
7,910
– – 0.17% 116
2025
Q3 		$283K Hold
7,910
– – 0.16% 113
2025
Q2 		$267K Hold
7,910
– – 0.17% 110
2025
Q1 		$246K Hold
7,910
– – 0.18% 111
2024
Q4 		$245K Hold
7,910
– – 0.17% 115
2024
Q3 		$230K Buy
+7,910
New +$218K 0.17% 117

Other funds holding SMBK

CCA
Cravens & Co Advisors Cookeville, Tennessee $147M AUM 14.07% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
PIMG
Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return
LWM
LeConte Wealth Management Maryville, Tennessee $187M AUM 23.29% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $514M AUM 31.03% 1-Year Est. Return

CAP Partners LLC's SMBK Position: Q3 2026 in Review

CAP Partners LLC held its SmartFinancial (SMBK) position steady in Q3 2026 at 7,910 shares worth $392K. The position accounts for 0.18% of the portfolio, ranked #111.

CAP Partners LLC first reported a position in SMBK in Q3 2024 and has held it in 9 quarters since. 20 funds tracked by Wall St. Rank hold SMBK as of Q3 2026.

  • CAP Partners LLC held 7,910 shares of SmartFinancial worth $392K as of Q3 2026.
  • CAP Partners LLC left its SmartFinancial share count unchanged in Q3 2026.
  • SmartFinancial made up 0.18% of CAP Partners LLC's portfolio in Q3 2026, its #111 holding.
  • CAP Partners LLC first reported a position in SmartFinancial in Q3 2024 and has held it in 9 quarters since.
  • 20 funds tracked by Wall St. Rank held SmartFinancial as of Q3 2026.

Based on CAP Partners LLC's 13F filing for Q3 2026, filed 19 Oct 2026.