LBMC Investment Advisors’s SmartFinancial SMBK Stock Holding History

LBMC Investment 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	$901K	Hold	23,048	–	–	0.05%	112
2025 Q4	$853K	Sell	23,048 -20,817	-47%	-$754K	0.05%	114
2025 Q3	$1.57M	Hold	43,865	–	–	0.1%	81
2025 Q2	$1.48M	Hold	43,865	–	–	0.11%	76
2025 Q1	$1.36M	Sell	43,865 -433	-1%	-$14.4K	0.11%	72
2024 Q4	$1.37M	Hold	44,298	–	–	0.11%	70
2024 Q3	$1.29M	Hold	44,298	–	–	0.1%	68
2024 Q2	$1.05M	Hold	44,298	–	–	0.09%	70
2024 Q1	$933K	Hold	44,298	–	–	0.08%	73
2023 Q4	$1.08M	Hold	44,298	–	–	0.1%	56
2023 Q3	$918K	Hold	44,298	–	–	0.1%	59
2023 Q2	$953K	Hold	44,298	–	–	0.09%	60
2023 Q1	$1.03M	Hold	44,298	–	–	0.1%	57
2022 Q4	$1.22M	Hold	44,298	–	–	0.13%	47
2022 Q3	$1.09M	Hold	44,298	–	–	0.13%	49
2022 Q2	$1.07M	Hold	44,298	–	–	0.12%	50
2022 Q1	$1.13M	Hold	44,298	–	–	0.1%	51
2021 Q4	$1.21M	Buy	44,298 +28,371	+178%	+$752K	0.1%	53
2021 Q3	$1.15K	Sell	15,927 -28,371	-64%	-$701K	0.11%	54
2021 Q2	$1.06M	Hold	44,298	–	–	0.1%	58
2021 Q1	$959K	Hold	44,298	–	–	0.1%	55
2020 Q4	$804K	Hold	44,298	–	–	0.09%	55
2020 Q3	$602K	Hold	44,298	–	–	0.08%	58
2020 Q2	$717K	Hold	44,298	–	–	0.11%	46
2020 Q1	$674K	Hold	44,298	–	–	0.13%	39
2019 Q4	$1.05M	Hold	44,298	–	–	0.15%	37
2019 Q3	$923K	Hold	44,298	–	–	0.14%	36
2019 Q2	$961K	Hold	44,298	–	–	0.15%	38
2019 Q1	$838K	Hold	44,298	–	–	0.13%	38
2018 Q4	$809K	Sell	44,298 -466	-1%	-$9.67K	0.15%	36
2018 Q3	$1.05M	Hold	44,764	–	–	0.17%	35
2018 Q2	$1.15M	Buy	44,764 +833	+2%	+$20.4K	0.19%	31
2018 Q1	$1.03M	Hold	43,931	–	–	0.18%	32
2017 Q4	$953K	Hold	43,931	–	–	0.16%	36
2017 Q3	$1.06M	Hold	43,931	–	–	0.18%	30
2017 Q2	$1.05M	Hold	43,931	–	–	0.18%	28
2017 Q1	$924K	Hold	43,931	–	–	0.17%	30
2016 Q4	$835K	Hold	43,931	–	–	0.16%	33
2016 Q3	$716K	Hold	43,931	–	–	0.14%	40
2016 Q2	$703K	Buy	43,931 +18,038	+70%	+$295K	0.14%	34
2016 Q1	$479K	Hold	25,893	–	–	0.1%	45
2015 Q4	$417K	Buy	+25,893	New	+$410K	0.09%	44

Other funds holding SMBK

BlackRock New York $5.7T 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 $982M 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