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Equibles

CALDWELL SUTTER CAPITAL, INC.

Position in SMBK — Smartfinancial Inc.

CIK 702007 SAUSALITO, CA
Back to SMBK Full portfolio

Position in SMBK

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$1,333,982
+$222,899 QoQ
Shares Held
28,431
0.0% QoQ
Ownership
0.166%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#53
of 183 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in SMBK Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

CALDWELL SUTTER CAPITAL, INC. holds $32,615,004 across 50 Banks - Regional names. SMBK ranks #9 (4.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PLBC
Plumas Bancorp
 106,283 $6,211,178
2 PKBK
Parke Bancorp, Inc.
 91,336 $3,028,701
3 BCML
BayCom Corp
 80,010 $2,632,329
4 FSUN
Firstsun Capital Bancorp
 60,912 $2,362,167
5 CWBC
Community West Bancshares
 78,625 $2,111,867
6 INBK
First Internet Bancorp
 74,899 $2,082,192
7 BANR
Banner Corp
 26,074 $1,732,356
8 MCHB
Mechanics Bancorp
 103,285 $1,642,231

All Filings in SMBK

Export CSV
15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,333,982 28,431
2026-03-31 $1,111,083 28,431
2025-12-31 $1,051,662 28,431
2025-09-30 $1,015,839 28,431
2025-06-30 $960,399 28,431
2025-03-31 $883,635 28,431
2024-12-31 $880,792 28,431
2024-09-30 $828,479 28,431
2024-06-30 $672,961 28,431
2024-03-31 $599,041 28,431
2023-12-31 $696,275 28,431
2023-09-30 $607,570 28,431
2023-06-30 $611,550 28,431
2023-03-31 $657,893 28,431
2022-12-31 $781,852 28,431