Rather & Kittrell’s SmartFinancial SMBK Stock Holding History

Rather & Kittrell’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	$1.91M	Buy	40,631 +21,399	+111%	+$909K	0.27%	31
2026 Q1	$752K	Hold	19,232	–	–	0.12%	62
2025 Q4	$711K	Sell	19,232 -467	-2%	-$16.9K	0.11%	64
2025 Q3	$704K	Hold	19,699	–	–	0.12%	61
2025 Q2	$665K	Sell	19,699 -2,329	-11%	-$71.9K	0.13%	56
2025 Q1	$685K	Hold	22,028	–	–	0.15%	53
2024 Q4	$682K	Hold	22,028	–	–	0.16%	53
2024 Q3	$642K	Buy	+22,028	New	+$607K	0.16%	51
2023 Q1	–	Sell	-9,374	Closed	-$258K	–	59
2022 Q4	$258K	Hold	9,374	–	–	0.14%	53
2022 Q3	$231K	Hold	9,374	–	–	0.24%	56
2022 Q2	$226K	Hold	9,374	–	–	0.25%	52
2022 Q1	$239K	Hold	9,374	–	–	0.23%	53
2021 Q4	$256K	Buy	+9,374	New	+$248K	0.23%	50

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

Rather & Kittrell's SMBK Position: Q2 2026 in Review

Rather & Kittrell increased its SmartFinancial (SMBK) stake by 111% in Q2 2026, buying an estimated $909K and bringing the position to 40,631 shares worth $1.91M. The position accounts for 0.27% of the portfolio, ranked #31.

Rather & Kittrell first reported a position in SMBK in Q4 2021 and has held it in 13 quarters since. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

Rather & Kittrell held 40,631 shares of SmartFinancial worth $1.91M as of Q2 2026.
Rather & Kittrell bought 21,399 SmartFinancial shares in Q2 2026, an estimated $909K.
SmartFinancial made up 0.27% of Rather & Kittrell's portfolio in Q2 2026, its #31 holding.
Rather & Kittrell first reported a position in SmartFinancial in Q4 2021 and has held it in 13 quarters since.
185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Rather & Kittrell's 13F filing for Q2 2026, filed 12 Aug 2026.