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 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%	-$9.87K	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	$224	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

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.72B AUM 17.84% 1-Year Est. Return

SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

HWA

HHM Wealth Advisors Chattanooga, Tennessee $996M AUM 23.11% 1-Year Est. Return

YMRC

Yorktown Management & Research Company Forest, Virginia $163M AUM 68.53% 1-Year Est. Return

Welch Group's SMBK Position: Q2 2026 in Review

Welch Group held its SmartFinancial (SMBK) position steady in Q2 2026 at 6,499 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #246.

Welch Group first reported a position in SMBK in Q1 2018 and has held it in 15 quarters since. 30 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

Welch Group held 6,499 shares of SmartFinancial worth $305K as of Q2 2026.
Welch Group left its SmartFinancial share count unchanged in Q2 2026.
SmartFinancial made up 0.01% of Welch Group's portfolio in Q2 2026, its #246 holding.
Welch Group first reported a position in SmartFinancial in Q1 2018 and has held it in 15 quarters since.
30 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.