BASSWOOD CAPITAL MANAGEMENT, L.L.C. SMBK — SMARTFINANCIAL INC

Ownership history in BASSWOOD CAPITAL MANAGEMENT, L.L.C.  ·  5 quarters on record

AI Ownership Summary

BASSWOOD CAPITAL MANAGEMENT, L.L.C. reported SMARTFINANCIAL INC (SMBK) in 5 quarterly 13F filings from 2026 Q1 through 2026 Q2. Peak portfolio weight reached 0.34% in 2026 Q2. The latest visible filing shows SMBK at 0.34% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SMBK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BASSWOOD CAPITAL MANAGEMENT, L.L.C.'s position in SMARTFINANCIAL INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

SMBK was reported at 0.34% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.34% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2026 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BASSWOOD CAPITAL MANAGEMENT, L.L.C. held SMBK — position size vs. price
% of Fund (quarterly)    SMBK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 2 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 180,329 +10,589 +6.2% 0.34% $8.5M 2026-08-14 $52.78
2026 Q1 ADDED — — — 169,740 +101,562 +149.0% 0.31% $6.6M 2026-05-15 $39.98
3 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SMBK

As of 2026 Q3 — sorted by position size

Versant Capital Management, Inc 3Y 7Y 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0%

FAQ About BASSWOOD CAPITAL MANAGEMENT, L.L.C. and SMBK

These are the practical questions this page is built to answer before you even open the full history table.

How long has BASSWOOD CAPITAL MANAGEMENT, L.L.C. reported owning SMBK?

BASSWOOD CAPITAL MANAGEMENT, L.L.C. reported SMBK across 2 quarterly 13F filings, from 2026 Q1 through 2026 Q2.

What was the largest reported SMBK position in BASSWOOD CAPITAL MANAGEMENT, L.L.C.'s portfolio?

The largest reported portfolio weight for SMBK was 0.34% in 2026 Q2.

What is the latest reported SMBK position on this page?

The most recent filing on this page is 2026 Q2, when BASSWOOD CAPITAL MANAGEMENT, L.L.C. reported 180,329 shares, equal to 0.34% of portfolio, with an estimated market value of $8.5M.

What does the chart on this SMBK ownership page compare?

The chart compares BASSWOOD CAPITAL MANAGEMENT, L.L.C.'s quarterly SMBK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did BASSWOOD CAPITAL MANAGEMENT, L.L.C. time their SMBK position?

Based on 13F filing dates vs. subsequent SMBK price moves, BASSWOOD CAPITAL MANAGEMENT, L.L.C. correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on SMBK relative to SPY over the holding period was +93857.3%.

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