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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
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 		$1.15M 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

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
MMC
Mizuho Markets Cayman Grand Cayman, Cayman Islands $2.67B AUM 103.47% 1-Year Est. Return
SIM
Seilern Investment Management London, United Kingdom $794M AUM 6.63% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CISOA
Capital Investment Services of America Milwaukee, Wisconsin $1.02B AUM 3.04% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.79B AUM 38.49% 1-Year Est. Return

Smith Salley Wealth Management's TYL Position: Q2 2026 in Review

Smith Salley Wealth Management reduced its Tyler Technologies (TYL) stake by 7.8% in Q2 2026, selling an estimated $35.7K and leaving 1,332 shares worth $390K. The position accounts for 0.02% of the portfolio, ranked #216.

Smith Salley Wealth Management first reported a position in TYL in Q1 2019 and has held it in 28 quarters since. The position peaked at $1.49M in Q2 2021. 168 funds tracked by Wall St. Rank hold TYL as of Q2 2026.

  • Smith Salley Wealth Management held 1,332 shares of Tyler Technologies worth $390K as of Q2 2026.
  • Smith Salley Wealth Management sold 113 Tyler Technologies shares in Q2 2026, an estimated $35.7K.
  • Tyler Technologies made up 0.02% of Smith Salley Wealth Management's portfolio in Q2 2026, its #216 holding.
  • Smith Salley Wealth Management first reported a position in Tyler Technologies in Q1 2019 and has held it in 28 quarters since.
  • Smith Salley Wealth Management's Tyler Technologies position peaked at $1.49M in Q2 2021.
  • 168 funds tracked by Wall St. Rank held Tyler Technologies as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.