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Yorktown Management & Research Company’s SmartFinancial SMBK Stock Holding History

Yorktown Management & Research Company’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 		$317K Hold
6,750
– – 0.19% 205
2026
Q1 		$264K Hold
6,750
– – 0.22% 179
2025
Q4 		$250K Hold
6,750
– – 0.2% 197
2025
Q3 		$241K Buy
+6,750
New +$242K 0.19% 190

Other funds holding SMBK

SM
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
SW
SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Truist Financial
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
WG
Welch Group Birmingham, Alabama $2.93B AUM 27.62% 1-Year Est. Return

Yorktown Management & Research Company's SMBK Position: Q2 2026 in Review

Yorktown Management & Research Company held its SmartFinancial (SMBK) position steady in Q2 2026 at 6,750 shares worth $317K. The position accounts for 0.19% of the portfolio, ranked #205.

Yorktown Management & Research Company first reported a position in SMBK in Q3 2025 and has held it in 4 quarters since. 28 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • Yorktown Management & Research Company held 6,750 shares of SmartFinancial worth $317K as of Q2 2026.
  • Yorktown Management & Research Company left its SmartFinancial share count unchanged in Q2 2026.
  • SmartFinancial made up 0.19% of Yorktown Management & Research Company's portfolio in Q2 2026, its #205 holding.
  • Yorktown Management & Research Company first reported a position in SmartFinancial in Q3 2025 and has held it in 4 quarters since.
  • 28 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.