Algebris (UK)’s SmartFinancial SMBK Stock Holding History

Algebris (UK)’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 Q1	–	Sell	-58,316	Closed	-$2.16M	–	90
2025 Q4	$2.16M	Buy	+58,316	New	+$2.11M	0.17%	52

Other funds holding SMBK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PCMF

Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Algebris (UK)'s SMBK Position: Q1 2026 in Review

Algebris (UK) sold out of SmartFinancial (SMBK) in Q1 2026, closing a stake of 58,316 shares — an estimated $2.16M sold.

Algebris (UK) first reported a position in SMBK in Q4 2025 and held it in 1 quarter. The position peaked at $2.16M in Q4 2025. 175 funds tracked by Wall St. Rank hold SMBK as of Q1 2026.

Algebris (UK) reported no remaining SmartFinancial position as of Q1 2026 after selling out during the quarter.
Algebris (UK) sold 58,316 SmartFinancial shares in Q1 2026, an estimated $2.16M.
Algebris (UK) first reported a position in SmartFinancial in Q4 2025 and held it in 1 quarter.
Algebris (UK)'s SmartFinancial position peaked at $2.16M in Q4 2025.
175 funds tracked by Wall St. Rank held SmartFinancial as of Q1 2026.

Based on Algebris (UK)'s 13F filing for Q1 2026, filed 13 May 2026.