Caldwell Sutter Capital’s Smith-Midland SMID Stock Holding History

Caldwell Sutter Capital’s Portfolio SMID Stock Details SMID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$74.6K	Hold	3,272	–	–	0.03%	341
2026 Q2	$94.9K	Hold	3,272	–	–	0.04%	312
2026 Q1	$106K	Hold	3,272	–	–	0.04%	283
2025 Q4	$119K	Hold	3,272	–	–	0.05%	267
2025 Q3	$121K	Hold	3,272	–	–	0.05%	265
2025 Q2	$110K	Hold	3,272	–	–	0.05%	268
2025 Q1	$102K	Hold	3,272	–	–	0.05%	271
2024 Q4	$145K	Sell	3,272 -1,000	-23%	-$39.8K	0.07%	233
2024 Q3	$143K	Sell	4,272 -3,000	-41%	-$95.9K	0.07%	243
2024 Q2	$201K	Hold	7,272	–	–	0.1%	198
2024 Q1	$342K	Hold	7,272	–	–	0.16%	138
2023 Q4	$287K	Sell	7,272 -2,765	-28%	-$74.2K	0.15%	146
2023 Q3	$191K	Sell	10,037 -8,373	-45%	-$179K	0.11%	180
2023 Q2	$433K	Hold	18,410	–	–	0.23%	108
2023 Q1	$345K	Hold	18,410	–	–	0.25%	86
2022 Q4	$377K	Buy	+18,410	New	+$402K	0.33%	70

Other funds holding SMID

Thompson Davis & Co Richmond, Virginia $149M AUM 10.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Heritage Investors Management Corp Bethesda, Maryland $3.52B AUM 30.22% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Advanced Asset Management Advisors Dublin, Ohio $387M AUM 26.23% 1-Year Est. Return

Womack Financial Dallas, Texas $152M AUM 18.25% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Caldwell Sutter Capital's SMID Position: Q3 2026 in Review

Caldwell Sutter Capital held its Smith-Midland (SMID) position steady in Q3 2026 at 3,272 shares worth $74.6K. The position accounts for 0.03% of the portfolio, ranked #341.

Caldwell Sutter Capital first reported a position in SMID in Q4 2022 and has held it in 16 quarters since. The position peaked at $433K in Q2 2023. 20 funds tracked by Wall St. Rank hold SMID as of Q3 2026.

Caldwell Sutter Capital held 3,272 shares of Smith-Midland worth $74.6K as of Q3 2026.
Caldwell Sutter Capital left its Smith-Midland share count unchanged in Q3 2026.
Smith-Midland made up 0.03% of Caldwell Sutter Capital's portfolio in Q3 2026, its #341 holding.
Caldwell Sutter Capital first reported a position in Smith-Midland in Q4 2022 and has held it in 16 quarters since.
Caldwell Sutter Capital's Smith-Midland position peaked at $433K in Q2 2023.
20 funds tracked by Wall St. Rank held Smith-Midland as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.