Elizabeth Park Capital Advisors’s SmartFinancial SMBK Stock Holding History

Elizabeth Park Capital 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	$2.5M	Sell	64,042 -9,849	-13%	-$389K	1.93%	25
2025 Q4	$2.73M	Sell	73,891 -6,975	-9%	-$252K	2.25%	17
2025 Q3	$2.89M	Hold	80,866	–	–	2.34%	17
2025 Q2	$2.73M	Sell	80,866 -32,580	-29%	-$1.01M	2.45%	17
2025 Q1	$3.53M	Sell	113,446 -14,203	-11%	-$472K	3.2%	7
2024 Q4	$3.95M	Hold	127,649	–	–	3.22%	5
2024 Q3	$3.72M	Hold	127,649	–	–	3%	8
2024 Q2	$3.02M	Sell	127,649 -20,000	-14%	-$433K	2.62%	13
2024 Q1	$3.11M	Sell	147,649 -511	-0.3%	-$11.3K	2.58%	10
2023 Q4	$3.4M	Hold	148,160	–	–	2.36%	14
2023 Q3	$3.17M	Hold	148,160	–	–	2.6%	10
2023 Q2	$3.19M	Hold	148,160	–	–	2.32%	14
2023 Q1	$3.43M	Hold	148,160	–	–	2.2%	15
2022 Q4	$4.07M	Hold	148,160	–	–	1.82%	25
2022 Q3	$3.66M	Hold	148,160	–	–	1.68%	33
2022 Q2	$3.58M	Hold	148,160	–	–	1.54%	31
2022 Q1	$3.79M	Buy	148,160 +21,214	+17%	+$562K	1.38%	34
2021 Q4	$3.47M	Hold	126,946	–	–	1.34%	38
2021 Q3	$3.27M	Buy	+126,946	New	+$3.14M	1.15%	42

Other funds holding SMBK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Elizabeth Park Capital Advisors's SMBK Position: Q1 2026 in Review

Elizabeth Park Capital Advisors reduced its SmartFinancial (SMBK) stake by 13% in Q1 2026, selling an estimated $389K and leaving 64,042 shares worth $2.5M. The position accounts for 1.93% of the portfolio, ranked #25.

Elizabeth Park Capital Advisors first reported a position in SMBK in Q3 2021 and has held it in 19 quarters since. The position peaked at $4.07M in Q4 2022. 175 funds tracked by Wall St. Rank hold SMBK as of Q1 2026.

Elizabeth Park Capital Advisors held 64,042 shares of SmartFinancial worth $2.5M as of Q1 2026.
Elizabeth Park Capital Advisors sold 9,849 SmartFinancial shares in Q1 2026, an estimated $389K.
SmartFinancial made up 1.93% of Elizabeth Park Capital Advisors's portfolio in Q1 2026, its #25 holding.
Elizabeth Park Capital Advisors first reported a position in SmartFinancial in Q3 2021 and has held it in 19 quarters since.
Elizabeth Park Capital Advisors's SmartFinancial position peaked at $4.07M in Q4 2022.
175 funds tracked by Wall St. Rank held SmartFinancial as of Q1 2026.

Based on Elizabeth Park Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.