Smith Salley Wealth Management
TYL icon

Smith Salley Wealth Management’s Tyler Technologies TYL Stock Holding History

Smith Salley Wealth Management’s Portfolio TYL Stock Details TYL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$460K Buy
1,445
+113
+8% +$37.2K 0.02% 204
2026
Q2 		$390K Sell
1,332
-113
-8% -$35.7K 0.02% 216
2026
Q1 		$495K Hold
1,445
– – 0.02% 186
2025
Q4 		$656K Hold
1,445
– – 0.03% 177
2025
Q3 		$756K Hold
1,445
– – 0.04% 165
2025
Q2 		$857K Hold
1,445
– – 0.05% 151
2025
Q1 		$840K Sell
1,445
-28
-2% -$16.6K 0.06% 148
2024
Q4 		$849K Hold
1,473
– – 0.05% 149
2024
Q3 		$860K Sell
1,473
-19
-1% -$10.7K 0.06% 150
2024
Q2 		$750K Buy
1,492
+60
+4% +$27.6K 0.05% 150
2024
Q1 		$609K Sell
1,432
-8
-0.6% -$3.42K 0.05% 155
2023
Q4 		$602K Sell
1,440
-200
-12% -$80K 0.04% 168
2023
Q3 		$633K Hold
1,640
– – 0.05% 157
2023
Q2 		$683K Hold
1,640
– – 0.05% 147
2023
Q1 		$582K Hold
1,640
– – 0.05% 159
2022
Q4 		$529K Sell
1,640
-267
-14% -$87.2K 0.05% 163
2022
Q3 		$663K Hold
1,907
– – 0.06% 145
2022
Q2 		$634K Hold
1,907
– – 0.05% 149
2022
Q1 		$848K Sell
1,907
-1
-0.1% -$450 0.06% 150
2021
Q4 		$1.03M Buy
1,908
+497
+35% +$257K 0.07% 147
2021
Q3 		$647K Sell
1,411
-1,876
-57% -$896K 0.05% 174
2021
Q2 		$1.49M Buy
3,287
+1
+0% +$425 0.12% 121
2021
Q1 		$1.4M Hold
3,286
– – 0.13% 107
2020
Q4 		$1.43M Hold
3,286
– – 0.15% 102
2020
Q3 		$1.14M Hold
3,286
– – 0.14% 97
2020
Q2 		$1.14M Hold
3,286
– – 0.15% 90
2020
Q1 		$974K Buy
+3,286
New +$1.02M 0.16% 95
2019
Q3 		– Sell
-1,000
Closed -$216K – 199
2019
Q2 		$216K Hold
1,000
– – 0.03% 178
2019
Q1 		$204K Buy
+1,000
New +$198K 0.03% 167

Other funds holding TYL

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Local Pensions Partnership Investment
Local Pensions Partnership Investment London, United Kingdom $4.77B AUM 16.58% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Riverbridge Partners
Riverbridge Partners Minneapolis, Minnesota $3.41B AUM 6.54% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mizuho Markets Cayman
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.12B AUM 114.77% 1-Year Est. Return
Geneva Capital Management
Geneva Capital Management Milwaukee, Wisconsin $3.59B AUM 12.18% 1-Year Est. Return

Smith Salley Wealth Management's TYL Position: Q3 2026 in Review

Smith Salley Wealth Management increased its Tyler Technologies (TYL) stake by 8.5% in Q3 2026, buying an estimated $37.2K and bringing the position to 1,445 shares worth $460K. The position accounts for 0.02% of the portfolio, ranked #204.

Smith Salley Wealth Management first reported a position in TYL in Q1 2019 and has held it in 29 quarters since. The position peaked at $1.49M in Q2 2021. 412 funds tracked by Wall St. Rank hold TYL as of Q3 2026.

  • Smith Salley Wealth Management held 1,445 shares of Tyler Technologies worth $460K as of Q3 2026.
  • Smith Salley Wealth Management bought 113 Tyler Technologies shares in Q3 2026, an estimated $37.2K.
  • Tyler Technologies made up 0.02% of Smith Salley Wealth Management's portfolio in Q3 2026, its #204 holding.
  • Smith Salley Wealth Management first reported a position in Tyler Technologies in Q1 2019 and has held it in 29 quarters since.
  • Smith Salley Wealth Management's Tyler Technologies position peaked at $1.49M in Q2 2021.
  • 412 funds tracked by Wall St. Rank held Tyler Technologies as of Q3 2026.

Based on Smith Salley Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.