Welch Group’s SmartFinancial SMBK Stock Holding History

Welch Group’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 Q3	$322K	Hold	6,499	–	–	0.01%	247
2026 Q2	$305K	Hold	6,499	–	–	0.01%	246
2026 Q1	$254K	Hold	6,499	–	–	0.01%	256
2025 Q4	$240K	Hold	6,499	–	–	0.01%	271
2025 Q3	$232K	Hold	6,499	–	–	0.01%	266
2025 Q2	$220K	Hold	6,499	–	–	0.01%	255
2025 Q1	$203K	Hold	6,499	–	–	0.01%	246
2024 Q4	$202K	Buy	+6,499	New	+$215K	0.01%	251
2020 Q1	–	Sell	-6,499	Closed	-$154K	–	172
2019 Q4	$154K	Sell	6,499 -1,450	-18%	-$31.9K	0.02%	127
2019 Q3	$166K	Sell	7,949 -488	-6%	-$10.3K	0.02%	123
2019 Q2	$183K	Sell	8,437 -477	-5%	-$9.9K	0.02%	110
2019 Q1	$169K	Hold	8,914	–	–	0.02%	121
2018 Q4	$163K	Sell	8,914 -586	-6%	-$12.2K	0.02%	122
2018 Q3	$224K	Buy	9,500 +1,000	+12%	+$24.9K	0.02%	119
2018 Q2	$219K	Hold	8,500	–	–	0.03%	106
2018 Q1	$200K	Buy	+8,500	New	+$190K	0.03%	107

Other funds holding SMBK

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Cravens & Co Advisors Cookeville, Tennessee $147M AUM 14.07% 1-Year Est. Return

Salzhauer Michael $249M AUM 14.38% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Welch Group's SMBK Position: Q3 2026 in Review

Welch Group held its SmartFinancial (SMBK) position steady in Q3 2026 at 6,499 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #247.

Welch Group first reported a position in SMBK in Q1 2018 and has held it in 16 quarters since. 67 funds tracked by Wall St. Rank hold SMBK as of Q3 2026.

Welch Group held 6,499 shares of SmartFinancial worth $322K as of Q3 2026.
Welch Group left its SmartFinancial share count unchanged in Q3 2026.
SmartFinancial made up 0.01% of Welch Group's portfolio in Q3 2026, its #247 holding.
Welch Group first reported a position in SmartFinancial in Q1 2018 and has held it in 16 quarters since.
67 funds tracked by Wall St. Rank held SmartFinancial as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.