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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

PCMF

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

LeConte Wealth Management's SMBK Position: Q1 2026 in Review

LeConte Wealth Management held its SmartFinancial (SMBK) position steady in Q1 2026 at 20,322 shares worth $794K. The position accounts for 0.51% of the portfolio, ranked #37.

LeConte Wealth Management first reported a position in SMBK in Q1 2025 and has held it in 5 quarters since. 175 funds tracked by Wall St. Rank hold SMBK as of Q1 2026.

LeConte Wealth Management held 20,322 shares of SmartFinancial worth $794K as of Q1 2026.
LeConte Wealth Management left its SmartFinancial share count unchanged in Q1 2026.
SmartFinancial made up 0.51% of LeConte Wealth Management's portfolio in Q1 2026, its #37 holding.
LeConte Wealth Management first reported a position in SmartFinancial in Q1 2025 and has held it in 5 quarters since.
175 funds tracked by Wall St. Rank held SmartFinancial as of Q1 2026.

Based on LeConte Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.