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Persistent Asset Partners’s SmartFinancial SMBK Stock Holding History

Persistent Asset Partners’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
2025
Q4 		– Sell
-7,485
Closed -$267K – 443
2025
Q3 		$267K Sell
7,485
-12,151
-62% -$435K 0.18% 116
2025
Q2 		$663K Buy
19,636
+6,157
+46% +$190K 0.49% 66
2025
Q1 		$419K Sell
13,479
-1,433
-10% -$47.6K 0.35% 64
2024
Q4 		$526K Buy
+14,912
New +$493K 0.44% 58

Other funds holding SMBK

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
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
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
CCA
Cravens & Co Advisors Cookeville, Tennessee $149M AUM 17.37% 1-Year Est. Return

Persistent Asset Partners's SMBK Position: Q4 2025 in Review

Persistent Asset Partners sold out of SmartFinancial (SMBK) in Q4 2025, closing a stake of 7,485 shares — an estimated $267K sold.

Persistent Asset Partners first reported a position in SMBK in Q4 2024 and held it in 4 quarters. The position peaked at $663K in Q2 2025. 166 funds tracked by Wall St. Rank hold SMBK as of Q4 2025.

  • Persistent Asset Partners reported no remaining SmartFinancial position as of Q4 2025 after selling out during the quarter.
  • Persistent Asset Partners sold 7,485 SmartFinancial shares in Q4 2025, an estimated $267K.
  • Persistent Asset Partners first reported a position in SmartFinancial in Q4 2024 and held it in 4 quarters.
  • Persistent Asset Partners's SmartFinancial position peaked at $663K in Q2 2025.
  • 166 funds tracked by Wall St. Rank held SmartFinancial as of Q4 2025.

Based on Persistent Asset Partners's 13F filing for Q4 2025, filed 17 Feb 2026.