Waverly Advisors’s SmartFinancial SMBK Stock Holding History

Waverly 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
2024 Q4	–	Sell	-12,757	Closed	-$372K	–	1017
2024 Q3	$372K	Buy	+12,757	New	+$351K	0.01%	634
2024 Q1	–	Sell	-16,167	Closed	-$396K	–	707
2023 Q4	$396K	Sell	16,167 -360	-2%	-$7.97K	0.01%	325
2023 Q3	$353K	Hold	16,527	–	–	0.02%	301
2023 Q2	$355K	Hold	16,527	–	–	0.02%	274
2023 Q1	$382K	Hold	16,527	–	–	0.02%	216
2022 Q4	$454K	Hold	16,527	–	–	0.03%	183
2022 Q3	$408K	Hold	16,527	–	–	0.03%	169
2022 Q2	$399K	Hold	16,527	–	–	0.04%	142
2022 Q1	$423K	Hold	16,527	–	–	0.04%	132
2021 Q4	$429K	Sell	16,527 -473	-3%	-$12.5K	0.04%	132
2021 Q3	$454K	Hold	17,000	–	–	0.04%	128
2021 Q2	$423K	Hold	17,000	–	–	0.04%	127
2021 Q1	$410K	Hold	17,000	–	–	0.04%	115
2020 Q4	$352K	Buy	+17,000	New	+$280K	0.04%	114

Other funds holding SMBK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PCMF

Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return

CCA

Cravens & Co Advisors Cookeville, Tennessee $149M AUM 17.37% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Waverly Advisors's SMBK Position: Q4 2024 in Review

Waverly Advisors sold out of SmartFinancial (SMBK) in Q4 2024, closing a stake of 12,757 shares — an estimated $372K sold.

Waverly Advisors first reported a position in SMBK in Q4 2020 and held it in 14 quarters. The position peaked at $454K in Q4 2022. 128 funds tracked by Wall St. Rank hold SMBK as of Q4 2024.

Waverly Advisors reported no remaining SmartFinancial position as of Q4 2024 after selling out during the quarter.
Waverly Advisors sold 12,757 SmartFinancial shares in Q4 2024, an estimated $372K.
Waverly Advisors first reported a position in SmartFinancial in Q4 2020 and held it in 14 quarters.
Waverly Advisors's SmartFinancial position peaked at $454K in Q4 2022.
128 funds tracked by Wall St. Rank held SmartFinancial as of Q4 2024.

Based on Waverly Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.