Wellington Management Group’s SmartFinancial SMBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $26.4M | Sell |
675,347
-52,804
| -7% | -$2.09M | ﹤0.01% | 915 |
|
|
2025
Q4 | $26.9M | Buy |
728,151
+80,639
| +12% | +$2.92M | ﹤0.01% | 935 |
|
|
2025
Q3 | $23.1M | Buy |
647,512
+64,810
| +11% | +$2.32M | ﹤0.01% | 967 |
|
|
2025
Q2 | $19.7M | Buy |
582,702
+161,727
| +38% | +$4.99M | ﹤0.01% | 972 |
|
|
2025
Q1 | $13.1M | Sell |
420,975
-16,818
| -4% | -$559K | ﹤0.01% | 1124 |
|
|
2024
Q4 | $13.6M | Buy |
437,793
+97,375
| +29% | +$3.22M | ﹤0.01% | 1106 |
|
|
2024
Q3 | $9.92M | Buy |
340,418
+139,009
| +69% | +$3.83M | ﹤0.01% | 1178 |
|
|
2024
Q2 | $4.77M | Buy |
201,409
+107,835
| +115% | +$2.33M | ﹤0.01% | 1333 |
|
|
2024
Q1 | $1.97M | Sell |
93,574
-16,579
| -15% | -$366K | ﹤0.01% | 1525 |
|
|
2023
Q4 | $2.7M | Hold |
110,153
| – | – | ﹤0.01% | 1427 |
|
|
2023
Q3 | $2.35M | Hold |
110,153
| – | – | ﹤0.01% | 1441 |
|
|
2023
Q2 | $2.37M | Sell |
110,153
-55,058
| -33% | -$1.2M | ﹤0.01% | 1455 |
|
|
2023
Q1 | $3.82M | Sell |
165,211
-31,189
| -16% | -$813K | ﹤0.01% | 1350 |
|
|
2022
Q4 | $5.4M | Buy |
196,400
+29,589
| +18% | +$831K | ﹤0.01% | 1247 |
|
|
2022
Q3 | $4.12M | Sell |
166,811
-1,392
| -0.8% | -$35.1K | ﹤0.01% | 1339 |
|
|
2022
Q2 | $4.06M | Sell |
168,203
-2,457
| -1% | -$61.1K | ﹤0.01% | 1384 |
|
|
2022
Q1 | $4.37M | Hold |
170,660
| – | – | ﹤0.01% | 1424 |
|
|
2021
Q4 | $4.67M | Sell |
170,660
-63,720
| -27% | -$1.69M | ﹤0.01% | 1476 |
|
|
2021
Q3 | $6.06M | Buy |
234,380
+48,582
| +26% | +$1.2M | ﹤0.01% | 1446 |
|
|
2021
Q2 | $4.46M | Sell |
185,798
-113,317
| -38% | -$2.67M | ﹤0.01% | 1534 |
|
|
2021
Q1 | $6.47M | Buy |
299,115
+223,217
| +294% | +$4.71M | ﹤0.01% | 1368 |
|
|
2020
Q4 | $1.38M | Buy |
+75,898
| New | +$1.25M | ﹤0.01% | 1561 |
|
|
2019
Q4 | – | Sell |
-88,516
| Closed | -$1.84M | – | 2112 |
|
|
2019
Q3 | $1.84M | Sell |
88,516
-1,795
| -2% | -$37.8K | ﹤0.01% | 1605 |
|
|
2019
Q2 | $1.96M | Sell |
90,311
-8,290
| -8% | -$171K | ﹤0.01% | 1631 |
|
|
2019
Q1 | $1.86M | Buy |
+98,601
| New | +$1.88M | ﹤0.01% | 1636 |
|
|
2018
Q2 | – | Sell |
-133,802
| Closed | -$3.15M | – | 2307 |
|
|
2018
Q1 | $3.15M | Buy |
133,802
+15,897
| +13% | +$355K | ﹤0.01% | 1617 |
|
|
2017
Q4 | $2.56M | Sell |
117,905
-43,790
| -27% | -$1.01M | ﹤0.01% | 1655 |
|
|
2017
Q3 | $3.89M | Hold |
161,695
| – | – | ﹤0.01% | 1547 |
|
|
2017
Q2 | $3.86M | Sell |
161,695
-122,799
| -43% | -$2.81M | ﹤0.01% | 1506 |
|
|
2017
Q1 | $5.99M | Buy |
284,494
+193,110
| +211% | +$4.04M | ﹤0.01% | 1389 |
|
|
2016
Q4 | $1.81M | Hold |
91,384
| – | – | ﹤0.01% | 1715 |
|
|
2016
Q3 | $1.49M | Buy |
+91,384
| New | +$1.44M | ﹤0.01% | 1740 |
|
Other funds holding SMBK
VCM
PCMF
CCA
Wellington Management Group's SMBK Position: Q1 2026 in Review
Wellington Management Group reduced its SmartFinancial (SMBK) stake by 7.3% in Q1 2026, selling an estimated $2.09M and leaving 675,347 shares worth $26.4M. The position accounts for ﹤0.01% of the portfolio, ranked #915.
Wellington Management Group first reported a position in SMBK in Q3 2016 and has held it in 32 quarters since. The position peaked at $26.9M in Q4 2025. 175 funds tracked by Wall St. Rank hold SMBK as of Q1 2026.
- Wellington Management Group held 675,347 shares of SmartFinancial worth $26.4M as of Q1 2026.
- Wellington Management Group sold 52,804 SmartFinancial shares in Q1 2026, an estimated $2.09M.
- SmartFinancial made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #915 holding.
- Wellington Management Group first reported a position in SmartFinancial in Q3 2016 and has held it in 32 quarters since.
- Wellington Management Group's SmartFinancial position peaked at $26.9M in Q4 2025.
- 175 funds tracked by Wall St. Rank held SmartFinancial as of Q1 2026.
Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.