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Evergreen Advisors’s SmartFinancial SMBK Stock Holding History

Evergreen 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
Q2 		$557K Buy
11,862
+26
+0.2% +$1.1K 0.12% 19
2026
Q1 		$463K Buy
11,836
+24
+0.2% +$949 0.11% 18
2025
Q4 		$437K Buy
+11,812
New +$428K 0.11% 17
2025
Q2 		$397K Buy
11,761
+29
+0.2% +$895 0.11% 16
2025
Q1 		$365K Buy
11,732
+26
+0.2% +$864 0.1% 15
2024
Q4 		$363K Buy
11,706
+26
+0.2% +$860 0.1% 16
2024
Q3 		$340K Buy
11,680
+32
+0.3% +$881 0.09% 15
2024
Q2 		$276K Buy
11,648
+40
+0.3% +$865 0.08% 15
2024
Q1 		$245K Buy
11,608
+42
+0.4% +$928 0.07% 16
2023
Q4 		$283K Buy
11,566
+43
+0.4% +$952 0.09% 16
2023
Q3 		$246K Buy
11,523
+39
+0.3% +$902 0.09% 17
2023
Q2 		$247K Buy
11,484
+42
+0.4% +$917 0.09% 16
2023
Q1 		$265K Buy
11,442
+33
+0.3% +$860 0.1% 16
2022
Q4 		$314K Buy
11,409
+27
+0.2% +$758 0.12% 15
2022
Q3 		$281K Buy
11,382
+32
+0.3% +$807 0.12% 13
2022
Q2 		$274K Buy
11,350
+30
+0.3% +$745 0.11% 12
2022
Q1 		$290K Buy
+11,320
New +$300K 0.1% 13
2021
Q4 		– Sell
-11,263
Closed -$291K – 13
2021
Q3 		$291K Buy
11,263
+55
+0.5% +$1.36K 0.1% 13
2021
Q2 		$243K Hold
11,208
– – 0.11% 13
2021
Q1 		$243K Buy
11,208
+31
+0.3% +$654 0.09% 14
2020
Q4 		$203K Buy
11,177
+31
+0.3% +$510 0.08% 13
2020
Q3 		$151K Buy
11,146
+41
+0.4% +$580 0.07% 11
2020
Q2 		$180K Buy
11,105
+34
+0.3% +$497 0.09% 11
2020
Q1 		$168K Buy
11,071
+26
+0.2% +$510 0.09% 9
2019
Q4 		$261K Buy
11,045
+24
+0.2% +$528 0.15% 16
2019
Q3 		$230K Hold
11,021
– – 0.14% 17
2019
Q2 		$239K Hold
11,021
– – 0.15% 16
2019
Q1 		$208K Hold
11,021
– – 0.18% 15
2018
Q4 		$201K Buy
+11,021
New +$229K 0.2% 15

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

Evergreen Advisors's SMBK Position: Q2 2026 in Review

Evergreen Advisors increased its SmartFinancial (SMBK) stake by 0.22% in Q2 2026, buying an estimated $1.1K and bringing the position to 11,862 shares worth $557K. The position accounts for 0.12% of the portfolio, ranked #19.

Evergreen Advisors first reported a position in SMBK in Q4 2018 and has held it in 29 quarters since. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • Evergreen Advisors held 11,862 shares of SmartFinancial worth $557K as of Q2 2026.
  • Evergreen Advisors bought 26 SmartFinancial shares in Q2 2026, an estimated $1.1K.
  • SmartFinancial made up 0.12% of Evergreen Advisors's portfolio in Q2 2026, its #19 holding.
  • Evergreen Advisors first reported a position in SmartFinancial in Q4 2018 and has held it in 29 quarters since.
  • 185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.