Ridgepath Capital Management’s SmartFinancial SMBK Stock Holding History

Ridgepath Capital Management’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	$284K	Sell	6,046 -96	-2%	-$4.08K	0.13%	44
2026 Q1	$240K	Sell	6,142 -50	-0.8%	-$1.98K	0.12%	47
2025 Q4	$221K	Hold	6,192	–	–	0.1%	43
2025 Q3	$221K	Sell	6,192 -58	-0.9%	-$2.08K	0.09%	45
2025 Q2	$211K	Sell	6,250 -276	-4%	-$8.52K	0.1%	44
2025 Q1	$203K	Hold	6,526	–	–	0.1%	47
2024 Q4	$202K	Buy	+6,526	New	+$216K	0.09%	45

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

Ridgepath Capital Management's SMBK Position: Q2 2026 in Review

Ridgepath Capital Management reduced its SmartFinancial (SMBK) stake by 1.6% in Q2 2026, selling an estimated $4.08K and leaving 6,046 shares worth $284K. The position accounts for 0.13% of the portfolio, ranked #44.

Ridgepath Capital Management first reported a position in SMBK in Q4 2024 and has held it in 7 quarters since. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

Ridgepath Capital Management held 6,046 shares of SmartFinancial worth $284K as of Q2 2026.
Ridgepath Capital Management sold 96 SmartFinancial shares in Q2 2026, an estimated $4.08K.
SmartFinancial made up 0.13% of Ridgepath Capital Management's portfolio in Q2 2026, its #44 holding.
Ridgepath Capital Management first reported a position in SmartFinancial in Q4 2024 and has held it in 7 quarters since.
185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Ridgepath Capital Management's 13F filing for Q2 2026, filed 20 Aug 2026.