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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
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

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

LeConte Wealth Management's SMBK Position: Q2 2026 in Review

LeConte Wealth Management increased its SmartFinancial (SMBK) stake by 0.09% in Q2 2026, buying an estimated $807 and bringing the position to 20,341 shares worth $954K. The position accounts for 0.52% of the portfolio, ranked #42.

LeConte Wealth Management first reported a position in SMBK in Q1 2025 and has held it in 6 quarters since. 184 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • LeConte Wealth Management held 20,341 shares of SmartFinancial worth $954K as of Q2 2026.
  • LeConte Wealth Management bought 19 SmartFinancial shares in Q2 2026, an estimated $807.
  • SmartFinancial made up 0.52% of LeConte Wealth Management's portfolio in Q2 2026, its #42 holding.
  • LeConte Wealth Management first reported a position in SmartFinancial in Q1 2025 and has held it in 6 quarters since.
  • 184 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on LeConte Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.