Amalgamated Bank’s SmartFinancial SMBK Stock Holding History

Amalgamated Bank’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	-457	Closed	-$17K	–	2640
2025 Q4	$17K	Sell	457 -87	-16%	-$3.15K	﹤0.01%	2193
2025 Q3	$19K	Hold	544	–	–	﹤0.01%	2158
2025 Q2	$18K	Hold	544	–	–	﹤0.01%	2162
2025 Q1	$17K	Hold	544	–	–	﹤0.01%	2133
2024 Q4	$17K	Hold	544	–	–	﹤0.01%	2191
2024 Q3	$16K	Hold	544	–	–	﹤0.01%	2233
2024 Q2	$13K	Hold	544	–	–	﹤0.01%	2322
2024 Q1	$11K	Sell	544 -848	-61%	-$18.7K	﹤0.01%	2404
2023 Q4	$34K	Sell	1,392 -162	-10%	-$3.58K	﹤0.01%	2411
2023 Q3	$33K	Hold	1,554	–	–	﹤0.01%	2429
2023 Q2	$33K	Sell	1,554 -59	-4%	-$1.29K	﹤0.01%	2495
2023 Q1	$37K	Sell	1,613 -360	-18%	-$9.38K	﹤0.01%	2427
2022 Q4	$54K	Hold	1,973	–	–	﹤0.01%	2384
2022 Q3	$49K	Hold	1,973	–	–	﹤0.01%	2474
2022 Q2	$48K	Buy	1,973 +299	+18%	+$7.43K	﹤0.01%	2509
2022 Q1	$43K	Buy	+1,674	New	+$44.3K	﹤0.01%	2550

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

PCMF

Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Amalgamated Bank's SMBK Position: Q1 2026 in Review

Amalgamated Bank sold out of SmartFinancial (SMBK) in Q1 2026, closing a stake of 457 shares — an estimated $17K sold.

Amalgamated Bank first reported a position in SMBK in Q1 2022 and held it in 16 quarters. The position peaked at $54K in Q4 2022. 175 funds tracked by Wall St. Rank hold SMBK as of Q1 2026.

Amalgamated Bank reported no remaining SmartFinancial position as of Q1 2026 after selling out during the quarter.
Amalgamated Bank sold 457 SmartFinancial shares in Q1 2026, an estimated $17K.
Amalgamated Bank first reported a position in SmartFinancial in Q1 2022 and held it in 16 quarters.
Amalgamated Bank's SmartFinancial position peaked at $54K in Q4 2022.
175 funds tracked by Wall St. Rank held SmartFinancial as of Q1 2026.

Based on Amalgamated Bank's 13F filing for Q1 2026, filed 8 May 2026.