BCM
SMBK icon

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
Q2 		$8.46M Buy
180,329
+10,589
+6% +$450K 0.34% 76
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Basswood Capital Management's SMBK Position: Q2 2026 in Review

Basswood Capital Management increased its SmartFinancial (SMBK) stake by 6.2% in Q2 2026, buying an estimated $450K and bringing the position to 180,329 shares worth $8.46M. The position accounts for 0.34% of the portfolio, ranked #76.

Basswood Capital Management first reported a position in SMBK in Q4 2021 and has held it in 5 quarters since. 184 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

  • Basswood Capital Management held 180,329 shares of SmartFinancial worth $8.46M as of Q2 2026.
  • Basswood Capital Management bought 10,589 SmartFinancial shares in Q2 2026, an estimated $450K.
  • SmartFinancial made up 0.34% of Basswood Capital Management's portfolio in Q2 2026, its #76 holding.
  • Basswood Capital Management first reported a position in SmartFinancial in Q4 2021 and has held it in 5 quarters since.
  • 184 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Basswood Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.