Cravens & Co Advisors’s SmartFinancial SMBK Stock Holding History

Cravens & Co 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 Q1	$8.61M	Hold	220,430	–	–	5.6%	8
2025 Q4	$8.38M	Hold	220,430	–	–	5.49%	8
2025 Q3	$7.88M	Sell	220,430 -59,239	-21%	-$2.12M	5.38%	8
2025 Q2	$9.45M	Sell	279,669 -160,020	-36%	-$4.94M	7.05%	6
2025 Q1	$13.7M	Sell	439,689 -8,668	-2%	-$288K	10.62%	1
2024 Q4	$13.9M	Sell	448,357 -3,135	-0.7%	-$104K	10.58%	1
2024 Q3	$13.2M	Sell	451,492 -194,473	-30%	-$5.35M	10.16%	1
2024 Q2	$15.3M	Sell	645,965 -1,619	-0.3%	-$35K	11.35%	1
2024 Q1	$13.6M	Hold	647,584	–	–	11.33%	1
2023 Q4	$15.9M	Sell	647,584 -66,673	-9%	-$1.48M	13.68%	1
2023 Q3	$15.3M	Hold	714,257	–	–	14.35%	1
2023 Q2	$15.4M	Sell	714,257 -6,469	-0.9%	-$141K	14.14%	1
2023 Q1	$16.7M	Sell	720,726 -6,040	-0.8%	-$157K	15.57%	1
2022 Q4	$20M	Buy	+726,766	New	+$20.4M	18.49%	1

Other funds holding SMBK

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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