LeConte Wealth Management
SMBK icon

LeConte Wealth Management’s SmartFinancial SMBK Stock Holding History

LeConte Wealth Management’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 		$1.01M Buy
20,346
+5
+0% +$252 0.54% 40
2026
Q2 		$954K Buy
20,341
+19
+0.1% +$807 0.52% 42
2026
Q1 		$794K Hold
20,322
– – 0.51% 37
2025
Q4 		$752K Buy
20,322
+847
+4% +$30.7K 0.49% 32
2025
Q3 		$696K Buy
19,475
+100
+0.5% +$3.58K 0.46% 32
2025
Q2 		$654K Buy
19,375
+3
+0% +$93 0.44% 32
2025
Q1 		$602K Buy
+19,372
New +$644K 0.38% 26

Other funds holding SMBK

Cravens & Co Advisors
Cravens & Co Advisors Cookeville, Tennessee $147M AUM 14.07% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
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
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
CAP Partners LLC
CAP Partners LLC Franklin, Tennessee $218M AUM 16.38% 1-Year Est. Return
Teza Capital Management
Teza Capital Management Chicago, Illinois $112M AUM 57.58% 1-Year Est. Return

LeConte Wealth Management's SMBK Position: Q3 2026 in Review

LeConte Wealth Management increased its SmartFinancial (SMBK) stake by 0.02% in Q3 2026, buying an estimated $252 and bringing the position to 20,346 shares worth $1.01M. The position accounts for 0.54% of the portfolio, ranked #40.

LeConte Wealth Management first reported a position in SMBK in Q1 2025 and has held it in 7 quarters since. 30 funds tracked by Wall St. Rank hold SMBK as of Q3 2026.

  • LeConte Wealth Management held 20,346 shares of SmartFinancial worth $1.01M as of Q3 2026.
  • LeConte Wealth Management bought 5 SmartFinancial shares in Q3 2026, an estimated $252.
  • SmartFinancial made up 0.54% of LeConte Wealth Management's portfolio in Q3 2026, its #40 holding.
  • LeConte Wealth Management first reported a position in SmartFinancial in Q1 2025 and has held it in 7 quarters since.
  • 30 funds tracked by Wall St. Rank held SmartFinancial as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.