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Basswood Capital Management’s SmartFinancial SMBK Stock Holding History

Basswood Capital Management’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 		$6.63M Buy
+169,740
New +$6.71M 0.31% 76
2022
Q3 		– Sell
-68,178
Closed -$1.65M – 138
2022
Q2 		$1.65M Buy
68,178
+153
+0.2% +$3.8K 0.1% 103
2022
Q1 		$1.74M Sell
68,025
-1,757
-3% -$46.5K 0.08% 105
2021
Q4 		$1.91M Buy
+69,782
New +$1.85M 0.09% 103

Other funds holding SMBK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1B AUM 15.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Basswood Capital Management's SMBK Position: Q1 2026 in Review

Basswood Capital Management opened a new position in SmartFinancial (SMBK) in Q1 2026: 169,740 shares worth $6.63M. The stake represents 0.31% of the portfolio and ranks #76 among its holdings. This is a return to the name: Basswood Capital Management previously reported a position in SMBK as recently as Q2 2022.

Basswood Capital Management first reported a position in SMBK in Q4 2021 and has held it in 4 quarters since. 175 funds tracked by Wall St. Rank hold SMBK as of Q1 2026.

  • Basswood Capital Management held 169,740 shares of SmartFinancial worth $6.63M as of Q1 2026.
  • SmartFinancial was a new Basswood Capital Management position in Q1 2026.
  • SmartFinancial made up 0.31% of Basswood Capital Management's portfolio in Q1 2026, its #76 holding.
  • Basswood Capital Management first reported a position in SmartFinancial in Q4 2021 and has held it in 4 quarters since.
  • 175 funds tracked by Wall St. Rank held SmartFinancial as of Q1 2026.

Based on Basswood Capital Management's 13F filing for Q1 2026, filed 15 May 2026.