Smartfinancial Inc.
SMBK- Exchange
- NYSE
- Industry
- National Commercial Banks
- SEC CIK
- 0001038773
In the last 90 days, Smartfinancial Inc. insiders filed 0 open-market purchases and 2 sales; 184 institutions reported holding it in 13F filings for Q2 2026, worth $520.8M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Smartfinancial Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 89
- +4 vs. Q1 2021
- Shares held
- 6.68M
- −10.2K (−0.2%) vs. Q1 2021
- Total value
- $160.3M
- +$15.4M (+10.6%) vs. Q1 2021
- New holders
- 12
- 27 more added
- Sold out
- 8
- 27 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SMBK on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 184 | $520.8M |
| Q1 2026 | 175 | $423.7M |
| Q4 2025 | 166 | $393.3M |
| Q3 2025 | 160 | $351.1M |
| Q2 2025 | 151 | $333.0M |
| Q1 2025 | 139 | $302.5M |
| Q4 2024 | 128 | $298.3M |
| Q3 2024 | 116 | $274.0M |
| Q2 2024 | 103 | $214.9M |
| Q1 2024 | 102 | $187.3M |
| Q4 2023 | 104 | $214.0M |
| Q3 2023 | 94 | $180.3M |
| Q2 2023 | 95 | $180.4M |
| Q1 2023 | 97 | $195.5M |
| Q4 2022 | 96 | $232.1M |
| Q3 2022 | 93 | $185.3M |
| Q2 2022 | 97 | $179.6M |
| Q1 2022 | 98 | $188.1M |
| Q4 2021 | 97 | $199.8M |
| Q3 2021 | 92 | $179.4M |
| Q2 2021 | 89 | $160.3M |
| Q1 2021 | 85 | $144.9M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Smartfinancial Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Group One Trading, L.P. | 100 | $2.00K | 0.00% | −12,859−99.2% | Reduced |
| Wells Fargo & Company | 181 | $4.00K | 0.00% | −4,645−96.2% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 250 | $6.00K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 241 | $6.00K | 0.00% | +241 | New |
| IFP Advisors, Inc | 500 | $12.0K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 600 | $14.0K | 0.00% | +600 | New |
| ClariVest Asset Management LLC | 661 | $16.0K | 0.00% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 659 | $16.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 742 | $18.0K | 0.00% | −268−26.5% | Reduced |
| Tower Research Capital LLC (TRC) | 1,036 | $25.0K | 0.00% | +101+10.8% | Added |
| Ameritas Investment Partners, Inc. | 1,098 | $26.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,110 | $27.0K | 0.00% | −131−10.6% | Reduced |
| Nisa Investment Advisors, LLC | 1,200 | $29.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 1,797 | $43.1K | 0.00% | −4,991−73.5% | Reduced |
| Barnett & Company, Inc. | 2,000 | $48.0K | 0.03% | −4,000−66.7% | Reduced |
| First Horizon Advisors, Inc. | 2,315 | $56.0K | 0.00% | +2,315 | New |
| HHM Wealth Advisors, LLC | 2,452 | $59.0K | 0.02% | 00.0% | Unchanged |
| Exane Derivatives | 3,904 | $93.3K | 0.02% | +3,904 | New |
| Acadian Asset Management LLC | 4,075 | $98.0K | 0.00% | +4,075 | New |
| Metropolitan Life Insurance Co | 4,329 | $103.9K | 0.00% | +3,474+406.3% | Added |
| Public Employees Retirement System of Ohio | 4,629 | $111.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 5,462 | $131.1K | 0.00% | +5,462 | New |
| Advisor Group Holdings, Inc. | 7,055 | $169.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 7,758 | $186.0K | 0.00% | −407−5.0% | Reduced |
| Deutsche Bank AG | 8,219 | $197.0K | 0.00% | −884−9.7% | Reduced |
| HSBC Holdings PLC | 8,372 | $202.0K | 0.00% | +8,372 | New |
| Squarepoint Ops LLC | 8,874 | $213.0K | 0.00% | +8,874 | New |
| Royal Bank of Canada | 9,548 | $229.0K | 0.00% | −202−2.1% | Reduced |
| UBS Group AG | 9,588 | $230.0K | 0.00% | +4,632+93.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 9,564 | $230.0K | 0.00% | +9,564 | New |
| Leavell Investment Management, Inc. | 11,000 | $238.0K | 0.02% | 00.0% | Unchanged |
| Millennium Management LLC | 9,939 | $239.0K | 0.00% | −1,487−13.0% | Reduced |
| Evergreen Advisors, LLC | 11,208 | $243.0K | 0.11% | 00.0% | Unchanged |
| Zebra Capital Management LLC | 10,598 | $254.0K | 0.30% | −836−7.3% | Reduced |
| Bank of America Corp | 11,062 | $266.0K | 0.00% | −14,358−56.5% | Reduced |
| Manufacturers Life Insurance Company, The | 11,281 | $271.0K | 0.00% | +1,851+19.6% | Added |
| New York State Common Retirement Fund | 12,812 | $308.0K | 0.00% | +112+0.9% | Added |
| Aptus Capital Advisors, LLC | 14,450 | $347.0K | 0.02% | 00.0% | Unchanged |
| Winton Group Ltd | 15,401 | $370.0K | 0.02% | +2,336+17.9% | Added |
| Bailard, Inc. | 15,626 | $375.0K | 0.01% | +5,200+49.9% | Added |
| Equitable Trust Co | 16,340 | $392.0K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 17,154 | $411.0K | 0.02% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 17,000 | $423.0K | 0.04% | 00.0% | Unchanged |
| Rhumbline Advisers | 18,124 | $435.0K | 0.00% | −3,065−14.5% | Reduced |
| California State Teachers Retirement System | 19,115 | $459.0K | 0.00% | −2,065−9.7% | Reduced |
| American Century Companies Inc | 22,465 | $539.0K | 0.00% | +5,948+36.0% | Added |
| Truist Financial Corp | 23,088 | $555.0K | 0.00% | +42+0.2% | Added |
| Captrust Financial Advisors | 27,208 | $653.0K | 0.01% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 27,404 | $658.0K | 0.01% | +4,347+18.9% | Added |
| Morgan Stanley | 28,817 | $691.0K | 0.00% | +1,714+6.3% | Added |
| Barclays PLC | 29,055 | $697.0K | 0.00% | −9,902−25.4% | Reduced |
| Fourthstone LLC | 30,303 | $727.0K | 0.31% | +30,303 | New |
| STRS Ohio | 32,000 | $768.0K | 0.00% | +14,300+80.8% | Added |
| Jacobs Levy Equity Management, Inc | 32,012 | $769.0K | 0.01% | +1,083+3.5% | Added |
| Martingale Asset Management L P | 32,934 | $792.0K | 0.01% | +12,405+60.4% | Added |
| Two Sigma Investments, LP | 34,723 | $834.0K | 0.00% | −647−1.8% | Reduced |
| Charles Schwab Investment Management Inc | 34,841 | $837.0K | 0.00% | −1,328−3.7% | Reduced |
| Patriot Investment Management Inc. | 34,938 | $838.0K | 0.08% | 00.0% | Unchanged |
| Ascent Wealth Partners, LLC | 35,280 | $847.0K | 0.16% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 39,215 | $942.0K | 0.00% | +39,215 | New |
| Goldman Sachs Group Inc | 40,028 | $961.0K | 0.00% | −2,008−4.8% | Reduced |
| Two Sigma Advisers, LP | 40,100 | $963.0K | 0.00% | +13,400+50.2% | Added |
| Penn Capital Management Co Inc | 40,197 | $965.0K | 0.09% | −1,312−3.2% | Reduced |
| Invesco Ltd. | 43,700 | $1.05M | 0.00% | +26,467+153.6% | Added |
| LBMC Investment Advisors, LLC | 44,298 | $1.06M | 0.10% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 50,645 | $1.21M | 0.00% | +20,182+66.3% | Added |
| Victory Capital Management Inc | 57,969 | $1.39M | 0.00% | −2,831−4.7% | Reduced |
| Stifel Financial Corp | 61,000 | $1.47M | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 62,615 | $1.50M | 0.00% | +1,921+3.2% | Added |
| Nuveen Asset Management, LLC | 63,622 | $1.53M | 0.00% | +2,781+4.6% | Added |
| Regions Financial Corp | 68,684 | $1.65M | 0.01% | 00.0% | Unchanged |
| Deprince Race & Zollo Inc | 81,862 | $1.97M | 0.05% | +81,862 | New |
| Bridgeway Capital Management, LLC | 97,000 | $2.33M | 0.04% | 00.0% | Unchanged |
| Salzhauer Michael | 101,712 | $2.44M | 1.21% | +11,907+13.3% | Added |
| JPMorgan Chase & Co | 102,005 | $2.45M | 0.00% | +46,155+82.6% | Added |
| Walthausen & Co., LLC | 115,472 | $2.77M | 0.61% | +8,740+8.2% | Added |
| BHZ Capital Management, LP | 133,084 | $3.19M | 1.19% | −13,793−9.4% | Reduced |
| Northern Trust Corp | 156,185 | $3.75M | 0.00% | −12,139−7.2% | Reduced |
| Foundry Partners, LLC | 163,525 | $3.93M | 0.13% | −32,544−16.6% | Reduced |
| Wellington Management Group LLP | 185,798 | $4.46M | 0.00% | −113,317−37.9% | Reduced |
| State Street Corp | 210,631 | $5.06M | 0.00% | −18,654−8.1% | Reduced |
| Forest Hill Capital, LLC | 227,113 | $5.45M | 1.63% | +5,632+2.5% | Added |
| Geode Capital Management, LLC | 237,197 | $5.70M | 0.00% | +15,400+6.9% | Added |
| Renaissance Technologies LLC | 239,674 | $5.75M | 0.01% | −11,800−4.7% | Reduced |
| Dimensional Fund Advisors LP | 407,063 | $9.77M | 0.00% | +17,871+4.6% | Added |
| Private Capital Management, LLC | 516,058 | $12.4M | 1.98% | +30,767+6.3% | Added |
| Banc Funds Co LLC | 669,919 | $16.1M | 1.18% | 00.0% | Unchanged |
| Vanguard Group Inc | 686,524 | $16.5M | 0.00% | −41,362−5.7% | Reduced |
| BlackRock Inc. | 991,642 | $23.8M | 0.00% | +29,818+3.1% | Added |
| EJF Capital LLC | 0 | $0 | 0.00% | −84,367−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −29,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −23,972−100.0% | Sold out |
| Mackay Shields LLC | 0 | $0 | 0.00% | −17,801−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −16,166−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −386−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −87−100.0% | Sold out |