Tennessee Valley Asset Management Partners’s SmartFinancial SMBK Stock Holding History

Tennessee Valley Asset Management Partners’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 Q1	$245K	Hold	6,261	–	–	0.03%	171
2025 Q4	$232K	Hold	6,261	–	–	0.03%	165
2025 Q3	$224K	Hold	6,261	–	–	0.03%	161
2025 Q2	$211K	Buy	+6,261	New	+$193K	0.05%	72
2024 Q2	–	Sell	-12,296	Closed	-$259K	–	157
2024 Q1	$259K	Sell	12,296 -12,298	-50%	-$272K	0.06%	115
2023 Q4	$602K	Buy	24,594 +11,803	+92%	+$261K	0.08%	99
2023 Q3	$273K	Buy	+12,791	New	+$296K	0.09%	92
2022 Q4	–	Sell	-8,512	Closed	-$210K	–	114
2022 Q3	$210K	Sell	8,512 -4,163	-33%	-$105K	0.08%	93
2022 Q2	$306K	Sell	12,675 -2,479	-16%	-$61.6K	0.12%	63
2022 Q1	$388K	Sell	15,154 -4,750	-24%	-$126K	0.13%	54
2021 Q4	$545K	Buy	+19,904	New	+$528K	0.18%	40
2021 Q2	–	Sell	-10,000	Closed	-$217K	–	92
2021 Q1	$217K	Hold	10,000	–	–	0.06%	109
2020 Q4	$181K	Buy	+10,000	New	+$165K	0.04%	110
2020 Q3	–	Sell	-14,525	Closed	-$235K	–	66
2020 Q2	$235K	Hold	14,525	–	–	0.15%	54
2020 Q1	$221K	Hold	14,525	–	–	0.17%	45
2019 Q4	$344K	Hold	14,525	–	–	0.22%	38
2019 Q3	$303K	Hold	14,525	–	–	0.22%	42
2019 Q2	$315K	Sell	14,525 -2,125	-13%	-$43.9K	0.24%	45
2019 Q1	$315K	Buy	+16,650	New	+$318K	0.27%	45

Other funds holding SMBK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PCMF

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Tennessee Valley Asset Management Partners's SMBK Position: Q1 2026 in Review

Tennessee Valley Asset Management Partners held its SmartFinancial (SMBK) position steady in Q1 2026 at 6,261 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #171.

Tennessee Valley Asset Management Partners first reported a position in SMBK in Q1 2019 and has held it in 19 quarters since. The position peaked at $602K in Q4 2023. 175 funds tracked by Wall St. Rank hold SMBK as of Q1 2026.

Tennessee Valley Asset Management Partners held 6,261 shares of SmartFinancial worth $245K as of Q1 2026.
Tennessee Valley Asset Management Partners left its SmartFinancial share count unchanged in Q1 2026.
SmartFinancial made up 0.03% of Tennessee Valley Asset Management Partners's portfolio in Q1 2026, its #171 holding.
Tennessee Valley Asset Management Partners first reported a position in SmartFinancial in Q1 2019 and has held it in 19 quarters since.
Tennessee Valley Asset Management Partners's SmartFinancial position peaked at $602K in Q4 2023.
175 funds tracked by Wall St. Rank held SmartFinancial as of Q1 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2026, filed 27 Apr 2026.