Patriot Investment Management Group’s SmartFinancial SMBK Stock Holding History

Patriot Investment Management Group’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	$1.64M	Hold	34,938	–	–	0.1%	91
2026 Q1	$1.37M	Hold	34,938	–	–	0.09%	98
2025 Q4	$1.29M	Hold	34,938	–	–	0.08%	97
2025 Q3	$1.25M	Hold	34,938	–	–	0.08%	102
2025 Q2	$1.18M	Hold	34,938	–	–	0.08%	102
2025 Q1	$1.09M	Hold	34,938	–	–	0.08%	104
2024 Q4	$1.08M	Hold	34,938	–	–	0.08%	106
2024 Q3	$1.02M	Hold	34,938	–	–	0.07%	110
2024 Q2	$827K	Hold	34,938	–	–	0.06%	118
2024 Q1	$736K	Hold	34,938	–	–	0.06%	129
2023 Q4	$856K	Hold	34,938	–	–	0.07%	113
2023 Q3	$747K	Hold	34,938	–	–	0.07%	120
2023 Q2	$752K	Hold	34,938	–	–	0.06%	131
2023 Q1	$808K	Hold	34,938	–	–	0.07%	122
2022 Q4	$923K	Hold	34,938	–	–	0.08%	116
2022 Q3	$863K	Hold	34,938	–	–	0.09%	113
2022 Q2	$844K	Hold	34,938	–	–	0.08%	118
2022 Q1	$893K	Hold	34,938	–	–	0.08%	121
2021 Q4	$955K	Hold	34,938	–	–	0.08%	119
2021 Q3	$903K	Hold	34,938	–	–	0.08%	120
2021 Q2	$838K	Hold	34,938	–	–	0.08%	123
2021 Q1	$756K	Hold	34,938	–	–	0.07%	129
2020 Q4	$633K	Sell	34,938 -1,967	-5%	-$32.4K	0.1%	103
2020 Q3	$501K	Sell	36,905 -3,550	-9%	-$50.2K	0.06%	148
2020 Q2	$655K	Sell	40,455 -7,042	-15%	-$103K	0.08%	125
2020 Q1	$722K	Hold	47,497	–	–	0.11%	105
2019 Q4	$1.12M	Hold	47,497	–	–	0.15%	92
2019 Q3	$992K	Hold	47,497	–	–	0.14%	103
2019 Q2	$1.03M	Hold	47,497	–	–	0.14%	97
2019 Q1	$898K	Buy	+47,497	New	+$907K	0.13%	103

Other funds holding SMBK

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return

Patriot Investment Management Group's SMBK Position: Q2 2026 in Review

Patriot Investment Management Group held its SmartFinancial (SMBK) position steady in Q2 2026 at 34,938 shares worth $1.64M. The position accounts for 0.1% of the portfolio, ranked #91.

Patriot Investment Management Group first reported a position in SMBK in Q1 2019 and has held it in 30 quarters since. 12 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

Patriot Investment Management Group held 34,938 shares of SmartFinancial worth $1.64M as of Q2 2026.
Patriot Investment Management Group left its SmartFinancial share count unchanged in Q2 2026.
SmartFinancial made up 0.1% of Patriot Investment Management Group's portfolio in Q2 2026, its #91 holding.
Patriot Investment Management Group first reported a position in SmartFinancial in Q1 2019 and has held it in 30 quarters since.
12 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.