Caldwell Sutter Capital’s SmartFinancial SMBK Stock Holding History

Caldwell Sutter Capital’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	$1.33M	Hold	28,431	–	–	0.5%	49
2026 Q1	$1.11M	Hold	28,431	–	–	0.45%	56
2025 Q4	$1.05M	Hold	28,431	–	–	0.45%	57
2025 Q3	$1.02M	Hold	28,431	–	–	0.43%	61
2025 Q2	$960K	Hold	28,431	–	–	0.44%	60
2025 Q1	$884K	Hold	28,431	–	–	0.42%	62
2024 Q4	$881K	Hold	28,431	–	–	0.41%	66
2024 Q3	$828K	Hold	28,431	–	–	0.39%	67
2024 Q2	$673K	Hold	28,431	–	–	0.33%	87
2024 Q1	$599K	Hold	28,431	–	–	0.29%	96
2023 Q4	$696K	Hold	28,431	–	–	0.35%	82
2023 Q3	$608K	Hold	28,431	–	–	0.34%	83
2023 Q2	$612K	Hold	28,431	–	–	0.32%	80
2023 Q1	$658K	Hold	28,431	–	–	0.48%	53
2022 Q4	$782K	Buy	+28,431	New	+$799K	0.69%	43

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

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 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

Caldwell Sutter Capital's SMBK Position: Q2 2026 in Review

Caldwell Sutter Capital held its SmartFinancial (SMBK) position steady in Q2 2026 at 28,431 shares worth $1.33M. The position accounts for 0.5% of the portfolio, ranked #49.

Caldwell Sutter Capital first reported a position in SMBK in Q4 2022 and has held it in 15 quarters since. 184 funds tracked by Wall St. Rank hold SMBK as of Q2 2026.

Caldwell Sutter Capital held 28,431 shares of SmartFinancial worth $1.33M as of Q2 2026.
Caldwell Sutter Capital left its SmartFinancial share count unchanged in Q2 2026.
SmartFinancial made up 0.5% of Caldwell Sutter Capital's portfolio in Q2 2026, its #49 holding.
Caldwell Sutter Capital first reported a position in SmartFinancial in Q4 2022 and has held it in 15 quarters since.
184 funds tracked by Wall St. Rank held SmartFinancial as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.