Proffitt & Goodson’s SmartFinancial SMBK Stock Holding History

Proffitt & Goodson’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	$23.4K	Hold	600	–	–	﹤0.01%	205
2025 Q4	$22.2K	Sell	600 -829	-58%	-$30K	﹤0.01%	203
2025 Q3	$51.1K	Hold	1,429	–	–	0.01%	167
2025 Q2	$48.3K	Hold	1,429	–	–	0.01%	164
2025 Q1	$44.4K	Hold	1,429	–	–	0.01%	167
2024 Q4	$44.3K	Hold	1,429	–	–	0.01%	165
2024 Q3	$41.6K	Hold	1,429	–	–	0.01%	176
2024 Q2	$33.8K	Hold	1,429	–	–	0.01%	176
2024 Q1	$30.1K	Hold	1,429	–	–	0.01%	175
2023 Q4	$35K	Hold	1,429	–	–	0.01%	163
2023 Q3	$30.5K	Hold	1,429	–	–	0.01%	170
2023 Q2	$30.7K	Hold	1,429	–	–	0.01%	166
2023 Q1	$33.1K	Hold	1,429	–	–	0.01%	167
2022 Q4	$39.3K	Hold	1,429	–	–	0.01%	165
2022 Q3	$35K	Hold	1,429	–	–	0.01%	168
2022 Q2	$35K	Hold	1,429	–	–	0.01%	175
2022 Q1	$37K	Hold	1,429	–	–	0.01%	184
2021 Q4	$39K	Buy	1,429 +829	+138%	+$22K	0.01%	164
2021 Q3	$16K	Hold	600	–	–	﹤0.01%	192
2021 Q2	$14K	Buy	+600	New	+$14.1K	﹤0.01%	211

Other funds holding SMBK

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

Dimensional Fund Advisors

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group

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

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

American Century Companies

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

Geode Capital Management

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

Acadian Asset Management

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

First Eagle Investment Management

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