Inspire Investing’s SmartFinancial SMBK Stock Holding History

Inspire Investing’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	$643K	Sell	12,974 -1,512	-10%	-$76.3K	0.03%	551
2026 Q2	$680K	Buy	14,486 +1,425	+11%	+$60.5K	0.03%	721
2026 Q1	$510K	Buy	13,061 +393	+3%	+$15.5K	0.03%	796
2025 Q4	$469K	Sell	12,668 -36	-0.3%	-$1.3K	0.04%	459
2025 Q3	$454K	Buy	12,704 +1,262	+11%	+$45.2K	0.04%	570
2025 Q2	$387K	Buy	11,442 +376	+3%	+$11.6K	0.04%	686
2025 Q1	$344K	Sell	11,066 -1,805	-14%	-$60K	0.04%	526
2024 Q4	$399K	Sell	12,871 -1,381	-10%	-$45.7K	0.04%	700
2024 Q3	$415K	Buy	+14,252	New	+$392K	0.04%	405

Other funds holding SMBK

Cravens & Co Advisors Cookeville, Tennessee $147M AUM 14.07% 1-Year Est. Return

Salzhauer Michael $249M AUM 14.38% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Rosenthal Henry Capital Advisors Mishawaka, Indiana $109M AUM 9.31% 1-Year Est. Return

LeConte Wealth Management Maryville, Tennessee $187M AUM 23.29% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Inspire Investing's SMBK Position: Q3 2026 in Review

Inspire Investing reduced its SmartFinancial (SMBK) stake by 10% in Q3 2026, selling an estimated $76.3K and leaving 12,974 shares worth $643K. The position accounts for 0.03% of the portfolio, ranked #551.

Inspire Investing first reported a position in SMBK in Q3 2024 and has held it in 9 quarters since. The position peaked at $680K in Q2 2026. 47 funds tracked by Wall St. Rank hold SMBK as of Q3 2026.

Inspire Investing held 12,974 shares of SmartFinancial worth $643K as of Q3 2026.
Inspire Investing sold 1,512 SmartFinancial shares in Q3 2026, an estimated $76.3K.
SmartFinancial made up 0.03% of Inspire Investing's portfolio in Q3 2026, its #551 holding.
Inspire Investing first reported a position in SmartFinancial in Q3 2024 and has held it in 9 quarters since.
Inspire Investing's SmartFinancial position peaked at $680K in Q2 2026.
47 funds tracked by Wall St. Rank held SmartFinancial as of Q3 2026.

Based on Inspire Investing's 13F filing for Q3 2026, filed 22 Oct 2026.