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 Q2	$28.2K	Hold	600	–	–	﹤0.01%	202
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 $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Proffitt & Goodson's SMBK Position: Q2 2026 in Review

Proffitt & Goodson held its SmartFinancial (SMBK) position steady in Q2 2026 at 600 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #202.

Proffitt & Goodson first reported a position in SMBK in Q2 2021 and has held it in 21 quarters since. The position peaked at $51.1K in Q3 2025. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

Proffitt & Goodson held 600 shares of SmartFinancial worth $28.2K as of Q2 2026.
Proffitt & Goodson left its SmartFinancial share count unchanged in Q2 2026.
SmartFinancial made up ﹤0.01% of Proffitt & Goodson's portfolio in Q2 2026, its #202 holding.
Proffitt & Goodson first reported a position in SmartFinancial in Q2 2021 and has held it in 21 quarters since.
Proffitt & Goodson's SmartFinancial position peaked at $51.1K in Q3 2025.
185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Proffitt & Goodson's 13F filing for Q2 2026, filed 22 Jul 2026.