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.
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 |
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
Market Snapshot
Investment Themes
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 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 26, 2026 today | Insider Cluster | $49.60 | awaiting T+1 | — | — |
Oct 23, 2026 3d ago | 144 | $49.34 | awaiting T+1 | — | — |
Oct 19, 2026 7d ago | 8-K | $50.12 $48.24 | ▼ −3.75% | ▼ −4.28% | — |
Jul 20, 2026 14w ago | 8-K | $48.60 $48.50 | ▼ −0.21% | ▼ −0.09% | — |
Jun 16, 2026 19w ago | Institutional Cluster | $44.38 $44.58 | ▲ +0.45% | ▲ +1.70% | — |
Jun 10, 2026 19w ago | Insider Cluster | $44.84 $45.46 | ▲ +1.38% | ▲ +0.84% | — |
May 14, 2026 23w ago | EFFECT | $40.79 $40.05 | ▼ −1.81% | ▼ −0.59% | — |
May 1, 2026 25w ago | S-3 | $41.29 $41.29 | · 0.00% | ▼ −0.80% | — |
Apr 20, 2026 27w ago | 8-K | $42.76 $40.86 | ▼ −4.44% | ▼ −3.79% | — |
Apr 7, 2026 28w ago | DEFA14A | $41.96 $42.60 | ▲ +1.53% | ▲ +0.95% | — |
US Market Status
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