Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Smartfinancial Inc (SMBK)

170 + Investors. Track Smart Money conviction in SMBK. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
8Q ▲
Buyers last Q
56%

Smart Money Signals — SMBK

Based on 171 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 8 quarters in a row

last 6Q
For 8 consecutive quarters, more hedge funds added SMBK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
171 hedge funds hold SMBK right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +22% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+22% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 56% buying

78 buying62 selling
Last quarter: 78 funds bought or added vs 62 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~24 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 21 → 23 → 19 → 24. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

49% of holders stayed for 2+ years

■ 49% conviction (2yr+) ■ 29% medium ■ 22% new
84 out of 171 hedge funds have held SMBK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~24 new funds/quarter

23 → 21 → 23 → 19 → 24 new funds/Q
New funds entering each quarter: 21 → 23 → 19 → 24. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 56% veterans vs 29% newcomers

■ 56% veterans ■ 15% 1-2yr ■ 29% new
Entry-cohort mix of 171 holders: 96 (56%) are 2+ year veterans, 26 entered 1–2 years ago, and 49 (29%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 40% AUM from top-100 funds

40% from top-100 AUM funds
43 of 171 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in SMBK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — SMBK

In 2026 Q1, 78 hedge funds were net buyers of SMBK (24 opened a new position, 54 added to an existing one), while 62 reduced or exited (45 trimmed, 17 sold completely) — a 56% buyer ratio, indicating a slight buying edge. This marks 8 consecutive quarters of net institutional buying — a persistent conviction signal. 40% of total institutional value in SMBK is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 171.

Hedge Fund Ownership: SMBK

How many hedge funds hold SMBK — quarterly history vs. share price
Quarterly hedge fund ownership of SMBK vs. share price

Market Analysis: SMBK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: SMBK

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Smartfinancial Inc (SMBK) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much SMBK has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
SMBK
nan%
XLF
+8.5%

SMBK outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
SMBK
nan%
XLF
+4.8%

Since the filing became public, SMBK outperformed XLF by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 1 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
1.6
/ 10
conviction
Hedge Fund Positioning: SMBK
170 + Investors

Track Smart Money conviction in SMBK. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 170 164 3.66%
13F Shares 11M 11M 1.73%
Total Value $400M $392M 2.13%
New Positions 23 19 +4
Increased Positions 54 62 -8
Closed Positions 17 13 +4
Reduced Positions 45 46 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: SMBK

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Short Ratio (Days to Cover) --
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Financial Highlights

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Institutional Holders (2026 Q1)

170 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in SMBK. Verified SEC 13F-HR filings.

QUARTER:
Top 25 SMBK holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cravens & Co Advisors, LLC 5.60% 220,430 $8.6M
2 Salzhauer Michael 3.92% 212,670 $8.3M
3 Elizabeth Park Capital Advisors, Ltd. 1.93% 64,042 $2.5M
4 Private Capital Management, LLC 1.67% 428,147 $16.7M
5 Stieven Capital Advisors, L.P. 1.23% 147,234 $5.8M
6 Banc Funds Co LLC 1.09% 150,087 $5.9M
7 LeConte Wealth Management, LLC 0.51% 20,322 $794K
8 Caldwell Sutter Capital, INC. 0.45% 28,431 $1.1M
9 Basswood Capital Management, L.L.C. 0.31% 169,740 $6.6M
10 Agp Franklin, LLC 0.23% 11,706 $457K
11 Brooks, Moore & Associates, INC. 0.22% 11,351 $444K
12 Yorktown Management & Research Co Inc 0.22% 6,750 $264K
13 North Reef Capital Management LP 0.18% 137,088 $5.4M
14 CAP Partners, LLC 0.17% 7,910 $309K
15 Wealth Preservation Advisors, LLC 0.17% 5,261 $206K
16 Ridgepath Capital Management LLC 0.12% 6,142 $240K
17 Rather & Kittrell, Inc. 0.12% 19,232 $752K
18 Evergreen Advisors, LLC 0.11% 11,836 $463K
19 Bridgeway Capital Management, LLC 0.11% 137,242 $5.4M
20 1492 Capital Management LLC 0.10% 6,901 $270K
21 Deprince Race & Zollo Inc 0.09% 127,724 $5.0M
22 VARCOV Co. 0.09% 6,193 $242K
23 Patriot Investment Management Group, INC. 0.09% 34,938 $1.4M
24 Virtus Advisers, LLC 0.08% 4,163 $163K
25 EntryPoint Capital, LLC 0.08% 6,570 $257K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Smartfinancial Inc (SMBK)

What does the Smart Money Trend signal show for SMBK?

Buying streak — 8 quarters in a row: For 8 consecutive quarters, more hedge funds added SMBK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for SMBK?

Slight buying edge — 56% buying: Last quarter: 78 funds bought or added vs 62 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for SMBK holders?

Elite ownership — 40% AUM from top-100 funds: 43 of 171 holders are among the 100 largest funds by AUM, controlling 40% of total institutional value in SMBK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held SMBK?

49% of holders stayed for 2+ years: 84 out of 171 hedge funds have held SMBK for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Smartfinancial Inc (SMBK) following the 2026 Q1 hedge fund 13F filings?

As of today, SMBK has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), SMBK has gained nan% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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