SMBK SMARTFINANCIAL INC

Ownership history in BROOKS, MOORE & ASSOCIATES, INC.  ·  9 quarters on record

AI Ownership Summary

BROOKS, MOORE & ASSOCIATES, INC. reported SMARTFINANCIAL INC (SMBK) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.21% in 2025 Q2. The latest visible filing shows SMBK at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SMBK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BROOKS, MOORE & ASSOCIATES, INC.'s position in SMARTFINANCIAL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SMBK was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BROOKS, MOORE & ASSOCIATES, INC. held SMBK — position size vs. price
% of Fund (quarterly)    SMBK price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 11,351 0% 0.21% $420K 2026-02-14 (Est.) $41.47
2025 Q3 UNCHANGED 11,351 0% 0.21% $406K 2025-11-17 $34.54
2025 Q2 UNCHANGED 11,351 0% 0.21% $389K 2025-08-15 $35.24
2025 Q1 UNCHANGED 11,351 0% 0.20% $353K 2025-05-14 $31.57
2024 Q4 REDUCED 11,351 -258 -2.2% 0.21% $352K 2025-02-14 $35.31
2024 Q3 UNCHANGED 11,609 0% 0.20% $338K 2024-11-14 $35.81
2024 Q2 UNCHANGED 11,609 0% 0.18% $275K 2024-08-15 $27.02
2024 Q1 ADDED 11,609 +165 +1.4% 0.16% $245K 2024-05-14 $22.25
2023 Q4 INITIATED 11,444 0.19% $280K 2024-02-15 $22.29

FAQ About BROOKS, MOORE & ASSOCIATES, INC. and SMBK

These are the practical questions this page is built to answer before you even open the full history table.

How long has BROOKS, MOORE & ASSOCIATES, INC. reported owning SMBK?

BROOKS, MOORE & ASSOCIATES, INC. reported SMBK across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SMBK position in BROOKS, MOORE & ASSOCIATES, INC.'s portfolio?

The largest reported portfolio weight for SMBK was 0.21% in 2025 Q2.

What is the latest reported SMBK position on this page?

The most recent filing on this page is 2025 Q4, when BROOKS, MOORE & ASSOCIATES, INC. reported 11,351 shares, equal to 0.21% of portfolio, with an estimated market value of $420K.

What does the chart on this SMBK ownership page compare?

The chart compares BROOKS, MOORE & ASSOCIATES, INC.'s quarterly SMBK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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