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