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, Q1 2022
Institutional positions in Smartfinancial Inc. as of Mar 31, 2022. 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
- 98
- +1 vs. Q4 2021
- Shares held
- 7.35M
- +49.4K (+0.7%) vs. Q4 2021
- Total value
- $188.1M
- −$11.7M (−5.8%) vs. Q4 2021
- New holders
- 9
- 26 more added
- Sold out
- 8
- 33 more reduced
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Smartfinancial Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,151,065 | $29.4M | 0.00% | −26,027−2.2% | Reduced |
| Vanguard Group Inc | 688,407 | $17.6M | 0.00% | −2,000−0.3% | Reduced |
| Banc Funds Co LLC | 679,185 | $17.4M | 1.36% | 00.0% | Unchanged |
| Private Capital Management, LLC | 596,183 | $15.3M | 2.29% | +26,070+4.6% | Added |
| Dimensional Fund Advisors LP | 443,114 | $11.3M | 0.00% | +16,096+3.8% | Added |
| Forest Hill Capital, LLC | 266,628 | $6.82M | 1.80% | +12,480+4.9% | Added |
| Geode Capital Management, LLC | 248,349 | $6.35M | 0.00% | +5,875+2.4% | Added |
| State Street Corp | 236,797 | $6.06M | 0.00% | +8,645+3.8% | Added |
| Renaissance Technologies LLC | 235,874 | $6.03M | 0.01% | −8,400−3.4% | Reduced |
| Wellington Management Group LLP | 170,660 | $4.37M | 0.00% | 00.0% | Unchanged |
| Foundry Partners, LLC | 166,255 | $4.25M | 0.22% | −3,350−2.0% | Reduced |
| BHZ Capital Management, LP | 148,419 | $3.80M | 1.46% | +10,628+7.7% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 148,160 | $3.79M | 1.38% | +21,214+16.7% | Added |
| Northern Trust Corp | 143,624 | $3.67M | 0.00% | −5,032−3.4% | Reduced |
| Salzhauer Michael | 143,527 | $3.67M | 1.62% | +4,914+3.5% | Added |
| Bridgeway Capital Management, LLC | 97,000 | $2.48M | 0.05% | 00.0% | Unchanged |
| Walthausen & Co., LLC | 95,912 | $2.45M | 0.69% | +660+0.7% | Added |
| Deprince Race & Zollo Inc | 77,428 | $1.98M | 0.04% | −201−0.3% | Reduced |
| Bank of New York Mellon Corp | 73,735 | $1.89M | 0.00% | +10,757+17.1% | Added |
| Crescent Grove Advisors, LLC | 72,573 | $1.86M | 0.18% | 00.0% | Unchanged |
| Regions Financial Corp | 68,684 | $1.76M | 0.01% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 68,490 | $1.75M | 0.00% | −12,912−15.9% | Reduced |
| Basswood Capital Management, L.L.C. | 68,025 | $1.74M | 0.08% | −1,757−2.5% | Reduced |
| Stifel Financial Corp | 61,643 | $1.58M | 0.00% | +543+0.9% | Added |
| Goldman Sachs Group Inc | 61,387 | $1.57M | 0.00% | +4,882+8.6% | Added |
| Nuveen Asset Management, LLC | 50,677 | $1.31M | 0.00% | +505+1.0% | Added |
| Victory Capital Management Inc | 50,300 | $1.29M | 0.00% | −3,930−7.2% | Reduced |
| Assenagon Asset Management S.A. | 48,122 | $1.23M | 0.00% | +11,527+31.5% | Added |
| American Century Companies Inc | 44,839 | $1.15M | 0.00% | +9,858+28.2% | Added |
| Russell Investments Group, Ltd. | 44,587 | $1.14M | 0.00% | +705+1.6% | Added |
| LBMC Investment Advisors, LLC | 44,298 | $1.13M | 0.10% | 00.0% | Unchanged |
| Martingale Asset Management L P | 43,231 | $1.11M | 0.02% | −392−0.9% | Reduced |
| Barclays PLC | 37,267 | $954.0K | 0.00% | −14,556−28.1% | Reduced |
| Charles Schwab Investment Management Inc | 37,139 | $951.0K | 0.00% | +914+2.5% | Added |
| Ascent Wealth Partners, LLC | 35,280 | $902.0K | 0.17% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 34,938 | $893.0K | 0.08% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 32,572 | $833.0K | 0.01% | −928−2.8% | Reduced |
| Morgan Stanley | 32,502 | $831.0K | 0.00% | −1,430−4.2% | Reduced |
| Captrust Financial Advisors | 31,656 | $810.0K | 0.01% | −475−1.5% | Reduced |
| Invesco Ltd. | 31,125 | $796.0K | 0.00% | −8,775−22.0% | Reduced |
| Mendon Capital Advisors Corp | 30,000 | $767.0K | 0.25% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 27,363 | $700.0K | 0.02% | 00.0% | Unchanged |
| STRS Ohio | 27,000 | $690.0K | 0.00% | −1,300−4.6% | Reduced |
| Alliancebernstein L.P. | 25,165 | $644.0K | 0.00% | +25,165 | New |
| Bailard, Inc. | 22,126 | $566.0K | 0.02% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 22,000 | $563.0K | 0.00% | −9,400−29.9% | Reduced |
| Equitable Trust Co | 20,411 | $522.0K | 0.03% | 00.0% | Unchanged |
| Truist Financial Corp | 20,121 | $515.0K | 0.00% | −3,042−13.1% | Reduced |
| Two Sigma Investments, LP | 18,617 | $476.0K | 0.00% | −7,800−29.5% | Reduced |
| Silver Oak Securities, Inc | 18,326 | $461.0K | 0.09% | +18,326 | New |
| Rhumbline Advisers | 16,868 | $431.0K | 0.00% | −1,628−8.8% | Reduced |
| Warren Averett Asset Management, LLC | 16,527 | $423.0K | 0.04% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 15,513 | $397.0K | 0.14% | +15,513 | New |
| Tennessee Valley Asset Management Partners | 15,154 | $388.0K | 0.13% | −4,750−23.9% | Reduced |
| Panagora Asset Management Inc | 15,014 | $384.0K | 0.00% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 14,450 | $370.0K | 0.01% | 00.0% | Unchanged |
| Royal Bank of Canada | 12,052 | $308.0K | 0.00% | −1,877−13.5% | Reduced |
| UBS Group AG | 11,837 | $303.0K | 0.00% | −1,264−9.6% | Reduced |
| HSBC Holdings PLC | 11,601 | $298.0K | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 11,371 | $291.0K | 0.00% | −806−6.6% | Reduced |
| Evergreen Advisors, LLC | 11,320 | $290.0K | 0.10% | +11,320 | New |
| Coulter & Justus Financial Services, LLC | 11,320 | $290.0K | 0.10% | +11,320 | New |
| Raymond James Financial Services Advisors, Inc. | 11,180 | $286.0K | 0.00% | +3,365+43.1% | Added |
| Acadian Asset Management LLC | 10,733 | $274.0K | 0.00% | 00.0% | Unchanged |
| Leavell Investment Management, Inc. | 10,500 | $269.0K | 0.02% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 10,028 | $257.0K | 0.00% | +9+0.1% | Added |
| Wells Fargo & Company | 9,743 | $250.0K | 0.00% | −3,021−23.7% | Reduced |
| Rather & Kittrell, Inc. | 9,374 | $239.0K | 0.23% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 9,012 | $231.0K | 0.00% | +17+0.2% | Added |
| MetLife Investment Management | 8,657 | $221.4K | 0.00% | +3,195+58.5% | Added |
| First Trust Advisors LP | 8,559 | $219.0K | 0.00% | +762+9.8% | Added |
| Advisor Group Holdings, Inc. | 7,590 | $194.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 7,514 | $192.0K | 0.00% | −900−10.7% | Reduced |
| American International Group, Inc. | 6,873 | $176.0K | 0.00% | −484−6.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,548 | $167.0K | 0.00% | +540+9.0% | Added |
| California State Teachers Retirement System | 5,975 | $153.0K | 0.00% | −1,699−22.1% | Reduced |
| Public Employees Retirement System of Ohio | 4,629 | $118.0K | 0.00% | 00.0% | Unchanged |
| Bank of America Corp | 4,010 | $103.0K | 0.00% | −10,774−72.9% | Reduced |
| BNP Paribas Arbitrage, SA | 3,199 | $81.8K | 0.00% | −3,242−50.3% | Reduced |
| Amalgamated Bank | 1,674 | $43.0K | 0.00% | +1,674 | New |
| Amalgamated Financial Corp. | 1,674 | $43.0K | 0.00% | +1,674 | New |
| Proffitt & Goodson Inc | 1,429 | $37.0K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,200 | $31.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,134 | $29.0K | 0.00% | −3,195−73.8% | Reduced |
| Legal & General Group Plc | 1,110 | $28.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,098 | $28.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,039 | $27.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,033 | $27.0K | 0.00% | +608+143.1% | Added |
| EverSource Wealth Advisors, LLC | 1,000 | $26.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,000 | $24.0K | 0.00% | +500+100.0% | Added |
| Exane Derivatives | 895 | $22.9K | 0.01% | +557+164.8% | Added |
| FinTrust Capital Advisors, LLC | 659 | $17.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 598 | $15.0K | 0.00% | −2,876−82.8% | Reduced |
| ClariVest Asset Management LLC | 410 | $10.0K | 0.00% | −193−32.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 250 | $6.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 42 | $1.00K | 0.00% | +42 | New |
| Toronto Dominion Bank | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 19 | $0 | 0.00% | +19 | New |
| Raymond James & Associates | 0 | $0 | 0.00% | −13,629−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −12,865−100.0% | Sold out |