SMBK SMARTFINANCIAL INC.
Executive Summary
7 institutional investors added $10.0M in SMBK during Q1 2026, led by State Street and First Eagle, while 2 sellers reduced $488K. Insider buying of $270K corroborates the bullish cluster. However, historical 13F signals on this ticker have underperformed, warranting caution.
Key Financial Metrics
Institutional Positions
Net institutional flow: $9.5M
▲ Buyers (7)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| State Street | ADD | +33.6% | $17.2M | $5.0M |
| First Eagle Investment Management | ADD | +47.2% | $8.8M | $3.1M |
| BofA | DOUBLED | +147.6% | $1.9M | $1.1M |
| Franklin Resources | ADD | +92.8% | $1.2M | $624.0K |
▼ Sellers (2)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| Point72 | TRIM | -33.1% | $596.0K | -$174.9K |
| Federated Hermes | NEAR_EXIT | -94.4% | $333.0K | -$313.4K |
Actionable Insight
The cluster suggests institutional confidence, but given the 13F reporting lag and historical underperformance of similar signals on SMBK, traders should wait for confirmation from upcoming earnings or continued insider buying before acting.
Key Facts
- 7 institutions accumulated $10.0M in SMBK during Q1 2026, led by State Street (+$5.0M) and First Eagle (+$3.1M)
- 2 sellers reduced holdings by $488K, including Federated Hermes exiting 94.4% of its position
- 3 open-market insider buyers added $270K, providing corroboration (confluence score 73/100)
- Passive funds (State Street, Fidelity, T. Rowe Price, BofA) dominated the buying, but active asset managers (Franklin Resources, First Eagle) also added significantly
Financial Impact
7 institutions accumulated $10.0M in new positions; 2 reduced holdings by $488K; net institutional inflow of $9.5M.
Risk Factors
- 13F data is 45+ days old and may not reflect current positions
- Passive fund accumulation may reflect index rebalancing rather than active conviction
- Historical 13F signals on SMBK have shown negative average returns at T+20 (-2.03%)
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-SMBK-2026-Q1 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 16, 2026
2d ago
|
Institutional Cluster
| $44.38 $44.58 | ▲ +0.45% | ▲ +1.70% | — |
|
Jun 10, 2026
8d ago
|
Insider Cluster
| $44.84 $45.46 | ▲ +1.38% | ▲ +0.84% | — |
|
May 14, 2026
5w ago
|
EFFECT
| $40.79 $40.05 | ▼ −1.81% | ▼ −0.59% | — |
|
May 1, 2026
6w ago
|
S-3
| $41.29 $41.29 | · 0.00% | ▼ −0.80% | — |
|
Apr 20, 2026
8w ago
|
8-K
| $42.76 $40.86 | ▼ −4.44% | ▼ −3.79% | — |
|
Apr 7, 2026
10w ago
|
DEFA14A
| $41.96 $42.60 | ▲ +1.53% | ▲ +0.95% | — |
US Market Status
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