North Reef Capital Management’s SmartFinancial SMBK Stock Holding History

North Reef 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	$5.36M	Buy	137,088 +2,217	+2%	+$87.6K	0.18%	45
2025 Q4	$4.99M	Buy	134,871 +50,301	+59%	+$1.82M	0.2%	43
2025 Q3	$3.02M	Buy	84,570 +38,466	+83%	+$1.38M	0.14%	40
2025 Q2	$1.56M	Buy	+46,104	New	+$1.42M	0.07%	39

Other funds holding SMBK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 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 $59B AUM 32.99% 1-Year Est. Return

North Reef Capital Management's SMBK Position: Q1 2026 in Review

North Reef Capital Management increased its SmartFinancial (SMBK) stake by 1.6% in Q1 2026, buying an estimated $87.6K and bringing the position to 137,088 shares worth $5.36M. The position accounts for 0.18% of the portfolio, ranked #45.

North Reef Capital Management first reported a position in SMBK in Q2 2025 and has held it in 4 quarters since. 175 funds tracked by Wall St. Rank hold SMBK as of Q1 2026.

North Reef Capital Management held 137,088 shares of SmartFinancial worth $5.36M as of Q1 2026.
North Reef Capital Management bought 2,217 SmartFinancial shares in Q1 2026, an estimated $87.6K.
SmartFinancial made up 0.18% of North Reef Capital Management's portfolio in Q1 2026, its #45 holding.
North Reef Capital Management first reported a position in SmartFinancial in Q2 2025 and has held it in 4 quarters since.
175 funds tracked by Wall St. Rank held SmartFinancial as of Q1 2026.

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