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Stieven Capital Advisors’s SmartFinancial SMBK Stock Holding History

Stieven Capital Advisors’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 		$6.92M Buy
147,534
+300
+0.2% +$12.7K 1.32% 29
2026
Q1 		$5.75M Sell
147,234
-500
-0.3% -$19.8K 1.23% 30
2025
Q4 		$5.46M Sell
147,734
-300
-0.2% -$10.9K 1.01% 36
2025
Q3 		$5.29M Buy
148,034
+200
+0.1% +$7.16K 1% 35
2025
Q2 		$4.99M Buy
147,834
+200
+0.1% +$6.17K 0.97% 35
2025
Q1 		$4.59M Sell
147,634
-2,600
-2% -$86.4K 0.89% 37
2024
Q4 		$4.65M Sell
150,234
-3,900
-3% -$129K 0.83% 39
2024
Q3 		$4.49M Buy
+154,134
New +$4.24M 0.85% 39
2019
Q4 		– Sell
-77,247
Closed -$1.61M – 57
2019
Q3 		$1.61M Sell
77,247
-142,411
-65% -$3M 0.29% 54
2019
Q2 		$4.76M Sell
219,658
-58,730
-21% -$1.21M 0.85% 47
2019
Q1 		$5.26M Buy
278,388
+37,799
+16% +$722K 0.96% 45
2018
Q4 		$4.4M Buy
240,589
+500
+0.2% +$10.4K 0.85% 53
2018
Q3 		$5.65M Buy
240,089
+600
+0.3% +$14.9K 0.88% 47
2018
Q2 		$6.17M Buy
239,489
+1,500
+0.6% +$36.7K 0.9% 49
2018
Q1 		$5.61M Buy
237,989
+29,915
+14% +$669K 0.89% 51
2017
Q4 		$4.51M Sell
208,074
-500
-0.2% -$11.5K 0.79% 52
2017
Q3 		$5.02M Sell
208,574
-1,000
-0.5% -$23.9K 0.95% 47
2017
Q2 		$5M Buy
209,574
+11,174
+6% +$256K 0.94% 48
2017
Q1 		$4.17M Buy
+198,400
New +$4.15M 0.84% 47

Other funds holding SMBK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Stieven Capital Advisors's SMBK Position: Q2 2026 in Review

Stieven Capital Advisors increased its SmartFinancial (SMBK) stake by 0.2% in Q2 2026, buying an estimated $12.7K and bringing the position to 147,534 shares worth $6.92M. The position accounts for 1.32% of the portfolio, ranked #29.

Stieven Capital Advisors first reported a position in SMBK in Q1 2017 and has held it in 19 quarters since. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • Stieven Capital Advisors held 147,534 shares of SmartFinancial worth $6.92M as of Q2 2026.
  • Stieven Capital Advisors bought 300 SmartFinancial shares in Q2 2026, an estimated $12.7K.
  • SmartFinancial made up 1.32% of Stieven Capital Advisors's portfolio in Q2 2026, its #29 holding.
  • Stieven Capital Advisors first reported a position in SmartFinancial in Q1 2017 and has held it in 19 quarters since.
  • 185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Stieven Capital Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.