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, Q4 2021
Institutional positions in Smartfinancial Inc. as of Dec 31, 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
- 97
- +5 vs. Q3 2021
- Shares held
- 7.30M
- +391.4K (+5.7%) vs. Q3 2021
- Total value
- $199.8M
- +$20.4M (+11.4%) vs. Q3 2021
- New holders
- 10
- 34 more added
- Sold out
- 5
- 29 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Smartfinancial Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Toronto Dominion Bank | 2 | $0 | 0.00% | +2 | New |
| Benjamin F. Edwards & Company, Inc. | 250 | $7.00K | 0.00% | 00.0% | Unchanged |
| Exane Derivatives | 338 | $9.25K | 0.00% | −2,663−88.7% | Reduced |
| Aquatic Capital Management LLC | 400 | $11.0K | 0.02% | +400 | New |
| Tower Research Capital LLC (TRC) | 425 | $12.0K | 0.00% | −297−41.1% | Reduced |
| IFP Advisors, Inc | 500 | $14.0K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 603 | $16.0K | 0.00% | −58−8.8% | Reduced |
| FinTrust Capital Advisors, LLC | 659 | $18.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,000 | $27.0K | 0.01% | +1,000 | New |
| HHM Wealth Advisors, LLC | 1,039 | $28.0K | 0.01% | −500−32.5% | Reduced |
| Legal & General Group Plc | 1,110 | $30.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,098 | $30.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,200 | $32.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 1,200 | $33.0K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 1,429 | $39.0K | 0.01% | +829+138.2% | Added |
| Barnett & Company, Inc. | 2,000 | $55.0K | 0.04% | 00.0% | Unchanged |
| Citigroup Inc | 3,474 | $95.0K | 0.00% | +1,868+116.3% | Added |
| SG Americas Securities, LLC | 4,206 | $115.0K | 0.00% | −5,196−55.3% | Reduced |
| Metropolitan Life Insurance Co | 4,329 | $118.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 4,629 | $127.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 5,462 | $149.4K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 6,008 | $164.0K | 0.00% | +6,008 | New |
| BNP Paribas Arbitrage, SA | 6,441 | $176.2K | 0.00% | +2,889+81.3% | Added |
| American International Group, Inc. | 7,357 | $201.0K | 0.00% | −220−2.9% | Reduced |
| Advisor Group Holdings, Inc. | 7,590 | $208.0K | 0.00% | +535+7.6% | Added |
| California State Teachers Retirement System | 7,674 | $210.0K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 7,797 | $213.0K | 0.00% | +7,797 | New |
| Raymond James Financial Services Advisors, Inc. | 7,815 | $214.0K | 0.00% | −800−9.3% | Reduced |
| Deutsche Bank AG | 8,414 | $230.0K | 0.00% | +454+5.7% | Added |
| Manufacturers Life Insurance Company, The | 8,766 | $240.0K | 0.00% | −186−2.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 8,995 | $246.0K | 0.00% | +8,995 | New |
| Rather & Kittrell, Inc. | 9,374 | $256.0K | 0.23% | +9,374 | New |
| New York State Common Retirement Fund | 10,019 | $274.0K | 0.00% | +10+0.1% | Added |
| Leavell Investment Management, Inc. | 10,500 | $287.0K | 0.02% | −500−4.5% | Reduced |
| Acadian Asset Management LLC | 10,733 | $293.0K | 0.00% | +7,790+264.7% | Added |
| HSBC Holdings PLC | 11,601 | $317.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 12,177 | $333.0K | 0.00% | +12,177 | New |
| Wells Fargo & Company | 12,764 | $349.0K | 0.00% | +10,601+490.1% | Added |
| Geneos Wealth Management Inc. | 12,865 | $351.0K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 13,101 | $358.0K | 0.00% | +5,359+69.2% | Added |
| Raymond James & Associates | 13,629 | $373.0K | 0.00% | +1,665+13.9% | Added |
| Royal Bank of Canada | 13,929 | $380.0K | 0.00% | +3,735+36.6% | Added |
| Aptus Capital Advisors, LLC | 14,450 | $395.0K | 0.01% | 00.0% | Unchanged |
| Bank of America Corp | 14,784 | $405.0K | 0.00% | +5,198+54.2% | Added |
| Panagora Asset Management Inc | 15,014 | $411.0K | 0.00% | +4,222+39.1% | Added |
| Warren Averett Asset Management, LLC | 16,527 | $429.0K | 0.04% | −473−2.8% | Reduced |
| Rhumbline Advisers | 18,496 | $506.0K | 0.00% | −30−0.2% | Reduced |
| Tennessee Valley Asset Management Partners | 19,904 | $545.0K | 0.18% | +19,904 | New |
| Equitable Trust Co | 20,411 | $558.0K | 0.03% | 00.0% | Unchanged |
| Bailard, Inc. | 22,126 | $605.0K | 0.02% | +6,500+41.6% | Added |
| Truist Financial Corp | 23,163 | $634.0K | 0.00% | +36+0.2% | Added |
| Two Sigma Investments, LP | 26,417 | $723.0K | 0.00% | −2,025−7.1% | Reduced |
| Kennedy Capital Management, Inc. | 27,363 | $749.0K | 0.02% | −41−0.1% | Reduced |
| STRS Ohio | 28,300 | $774.0K | 0.00% | −1,800−6.0% | Reduced |
| Mendon Capital Advisors Corp | 30,000 | $820.0K | 0.24% | −450−1.5% | Reduced |
| Two Sigma Advisers, LP | 31,400 | $859.0K | 0.00% | −5,600−15.1% | Reduced |
| Captrust Financial Advisors | 32,131 | $879.0K | 0.01% | +2,700+9.2% | Added |
| Jacobs Levy Equity Management, Inc | 33,500 | $917.0K | 0.01% | +1,780+5.6% | Added |
| Morgan Stanley | 33,932 | $927.0K | 0.00% | +1,330+4.1% | Added |
| Patriot Investment Management Inc. | 34,938 | $955.0K | 0.08% | 00.0% | Unchanged |
| American Century Companies Inc | 34,981 | $957.0K | 0.00% | +9,030+34.8% | Added |
| Ascent Wealth Partners, LLC | 35,280 | $965.0K | 0.17% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 36,225 | $992.0K | 0.00% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 36,595 | $1.00M | 0.00% | +10,780+41.8% | Added |
| Invesco Ltd. | 39,900 | $1.09M | 0.00% | −589−1.5% | Reduced |
| Martingale Asset Management L P | 43,623 | $1.19M | 0.02% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 43,882 | $1.20M | 0.00% | −2,534−5.5% | Reduced |
| LBMC Investment Advisors, LLC | 44,298 | $1.21M | 0.10% | +28,371+178.1% | Added |
| Nuveen Asset Management, LLC | 50,172 | $1.33M | 0.00% | −10,677−17.5% | Reduced |
| Barclays PLC | 51,823 | $1.42M | 0.00% | +11,146+27.4% | Added |
| Victory Capital Management Inc | 54,230 | $1.48M | 0.00% | −1,420−2.6% | Reduced |
| Goldman Sachs Group Inc | 56,505 | $1.55M | 0.00% | −1,260−2.2% | Reduced |
| Stifel Financial Corp | 61,100 | $1.67M | 0.00% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 62,978 | $1.72M | 0.00% | −749−1.2% | Reduced |
| Regions Financial Corp | 68,684 | $1.88M | 0.01% | 00.0% | Unchanged |
| Basswood Capital Management, L.L.C. | 69,782 | $1.91M | 0.09% | +69,782 | New |
| Crescent Grove Advisors, LLC | 72,573 | $1.99M | 0.19% | −13,000−15.2% | Reduced |
| Deprince Race & Zollo Inc | 77,629 | $2.12M | 0.05% | −551−0.7% | Reduced |
| JPMorgan Chase & Co | 81,402 | $2.23M | 0.00% | +6,304+8.4% | Added |
| Walthausen & Co., LLC | 95,252 | $2.61M | 0.68% | −9,290−8.9% | Reduced |
| Bridgeway Capital Management, LLC | 97,000 | $2.65M | 0.05% | 00.0% | Unchanged |
| Elizabeth Park Capital Advisors, Ltd. | 126,946 | $3.47M | 1.34% | 00.0% | Unchanged |
| BHZ Capital Management, LP | 137,791 | $3.77M | 1.50% | +4,707+3.5% | Added |
| Salzhauer Michael | 138,613 | $3.79M | 1.44% | +27,897+25.2% | Added |
| Northern Trust Corp | 148,656 | $4.07M | 0.00% | −2,176−1.4% | Reduced |
| Foundry Partners, LLC | 169,605 | $4.64M | 0.16% | +8,655+5.4% | Added |
| Wellington Management Group LLP | 170,660 | $4.67M | 0.00% | −63,720−27.2% | Reduced |
| State Street Corp | 228,152 | $6.24M | 0.00% | −3,188−1.4% | Reduced |
| Geode Capital Management, LLC | 242,474 | $6.63M | 0.00% | +841+0.3% | Added |
| Renaissance Technologies LLC | 244,274 | $6.68M | 0.01% | +3,100+1.3% | Added |
| Forest Hill Capital, LLC | 254,148 | $6.95M | 1.90% | +2,035+0.8% | Added |
| Dimensional Fund Advisors LP | 427,018 | $11.7M | 0.00% | +9,549+2.3% | Added |
| Private Capital Management, LLC | 570,113 | $15.6M | 2.41% | +43,800+8.3% | Added |
| Banc Funds Co LLC | 679,185 | $18.6M | 1.40% | +68,776+11.3% | Added |
| Vanguard Group Inc | 690,407 | $18.9M | 0.00% | +9,459+1.4% | Added |
| BlackRock Inc. | 1,177,092 | $32.2M | 0.00% | +139,990+13.5% | Added |
| Federated Hermes, Inc. | 3 | – | – | −15−83.3% | Reduced |
| Winton Group Ltd | 0 | $0 | 0.00% | −16,278−100.0% | Sold out |
| Evergreen Advisors, LLC | 0 | $0 | 0.00% | −11,263−100.0% | Sold out |
| Fourthstone LLC | 0 | $0 | 0.00% | −11,264−100.0% | Sold out |