TWM
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Tripletail Wealth Management’s SmartFinancial SMBK Stock Holding History

Tripletail Wealth 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 		$45.9K Hold
970
– – 0.05% 162
2026
Q1 		$38.3K Hold
970
– – 0.05% 160
2025
Q4 		$40.1K Hold
970
– – 0.05% 148
2025
Q3 		$34.9K Buy
+970
New +$34.7K 0.04% 183

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

Tripletail Wealth Management's SMBK Position: Q2 2026 in Review

Tripletail Wealth Management held its SmartFinancial (SMBK) position steady in Q2 2026 at 970 shares worth $45.9K. The position accounts for 0.05% of the portfolio, ranked #162.

Tripletail Wealth Management first reported a position in SMBK in Q3 2025 and has held it in 4 quarters since. 185 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • Tripletail Wealth Management held 970 shares of SmartFinancial worth $45.9K as of Q2 2026.
  • Tripletail Wealth Management left its SmartFinancial share count unchanged in Q2 2026.
  • SmartFinancial made up 0.05% of Tripletail Wealth Management's portfolio in Q2 2026, its #162 holding.
  • Tripletail Wealth Management first reported a position in SmartFinancial in Q3 2025 and has held it in 4 quarters since.
  • 185 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Tripletail Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.