CAP Partners, LLC SMBK — SMARTFINANCIAL INC

Ownership history in CAP Partners, LLC  ·  7 quarters on record

AI Ownership Summary

CAP Partners, LLC reported SMARTFINANCIAL INC (SMBK) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.18% in 2025 Q1. The latest visible filing shows SMBK at 0.17% 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 CAP Partners, LLC'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
2026 Q1

SMBK was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2025 Q1

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

Time in book
Holding Window
2024 Q3 to 2026 Q1

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.

SMBK stock page CAP Partners, LLC fund profile CAP Partners, LLC full holdings
How CAP Partners, LLC held SMBK — position size vs. price
% of Fund (quarterly)    SMBK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 7,910 — 0% 0.17% $309K 2026-04-28 $42.82
2025 Q4 UNCHANGED — — — 7,910 — 0% 0.17% $293K 2026-02-04 $42.53
2025 Q3 UNCHANGED — — — 7,910 — 0% 0.16% $283K 2025-10-29 $34.48
2025 Q2 UNCHANGED — — — 7,910 — 0% 0.17% $267K 2025-07-31 $34.04
2025 Q1 UNCHANGED — — — 7,910 — 0% 0.18% $246K 2025-05-08 $30.86
2024 Q4 UNCHANGED — — — 7,910 — 0% 0.17% $245K 2025-01-29 $35.10
2024 Q3 INITIATED — — — 7,910 — — 0.17% $230K 2024-11-07 $35.15

🏢 Other funds also holding SMBK

As of 2026 Q1 — sorted by position size

AGP FRANKLIN, LLC 0.23% Yorktown Management & Research Co Inc 3Y 7Y 0.22% 1492 Capital Management LLC 3Y 7Y 0.1% DEPRINCE RACE & ZOLLO INC 3Y 7Y 0.09% PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 3Y 0.09% SILVER OAK SECURITIES, INCORPORATED 3Y 0.05% Inspire Investing, LLC 3Y 7Y 0.04% Tennessee Valley Asset Management Partners 3Y 0.03% HHM Wealth Advisors, LLC 3Y 7Y 0.02% EQUITABLE TRUST CO 3Y 7Y 0.02%

FAQ About CAP Partners, LLC and SMBK

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

How long has CAP Partners, LLC reported owning SMBK?

CAP Partners, LLC reported SMBK across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported SMBK position in CAP Partners, LLC's portfolio?

The largest reported portfolio weight for SMBK was 0.18% in 2025 Q1.

What is the latest reported SMBK position on this page?

The most recent filing on this page is 2026 Q1, when CAP Partners, LLC reported 7,910 shares, equal to 0.17% of portfolio, with an estimated market value of $309K.

What does the chart on this SMBK ownership page compare?

The chart compares CAP Partners, LLC'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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