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 2022
Institutional positions in Smartfinancial Inc. as of Jun 30, 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
- 97
- +1 vs. Q1 2022
- Shares held
- 7.43M
- +109.6K (+1.5%) vs. Q1 2022
- Total value
- $179.6M
- −$7.76M (−4.1%) vs. Q1 2022
- New holders
- 8
- 35 more added
- Sold out
- 7
- 29 more reduced
2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 2022
Shares, value and share of portfolio for each institution holding Smartfinancial Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 1,172,632 | $28.3M | 0.00% | +21,567+1.9% | Added |
| Vanguard Group Inc | 691,219 | $16.7M | 0.00% | +2,812+0.4% | Added |
| Banc Funds Co LLC | 679,185 | $16.4M | 1.48% | 00.0% | Unchanged |
| Private Capital Management, LLC | 602,045 | $14.5M | 2.30% | +5,862+1.0% | Added |
| Dimensional Fund Advisors LP | 471,737 | $11.4M | 0.00% | +28,623+6.5% | Added |
| Geode Capital Management, LLC | 265,237 | $6.41M | 0.00% | +16,888+6.8% | Added |
| Forest Hill Capital, LLC | 261,566 | $6.32M | 2.62% | −5,062−1.9% | Reduced |
| State Street Corp | 246,177 | $5.95M | 0.00% | +9,380+4.0% | Added |
| Renaissance Technologies LLC | 199,674 | $4.82M | 0.01% | −36,200−15.3% | Reduced |
| Salzhauer Michael | 170,867 | $4.13M | 2.58% | +27,340+19.0% | Added |
| Wellington Management Group LLP | 168,203 | $4.06M | 0.00% | −2,457−1.4% | Reduced |
| Foundry Partners, LLC | 166,255 | $4.02M | 0.24% | 00.0% | Unchanged |
| Northern Trust Corp | 153,044 | $3.70M | 0.00% | +9,420+6.6% | Added |
| Elizabeth Park Capital Advisors, Ltd. | 148,160 | $3.58M | 1.54% | 00.0% | Unchanged |
| BHZ Capital Management, LP | 144,082 | $3.48M | 1.70% | −4,337−2.9% | Reduced |
| JPMorgan Chase & Co | 107,483 | $2.60M | 0.00% | +38,993+56.9% | Added |
| Bridgeway Capital Management, LLC | 97,000 | $2.34M | 0.05% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 94,425 | $2.28M | 0.00% | +69,260+275.2% | Added |
| Bank of New York Mellon Corp | 79,093 | $1.91M | 0.00% | +5,358+7.3% | Added |
| Deprince Race & Zollo Inc | 72,497 | $1.75M | 0.04% | −4,931−6.4% | Reduced |
| Regions Financial Corp | 68,684 | $1.66M | 0.02% | 00.0% | Unchanged |
| Basswood Capital Management, L.L.C. | 68,178 | $1.65M | 0.10% | +153+0.2% | Added |
| Crescent Grove Advisors, LLC | 65,073 | $1.57M | 0.17% | −7,500−10.3% | Reduced |
| Walthausen & Co., LLC | 63,895 | $1.54M | 0.69% | −32,017−33.4% | Reduced |
| Stifel Financial Corp | 61,000 | $1.47M | 0.00% | −643−1.0% | Reduced |
| Nuveen Asset Management, LLC | 56,972 | $1.38M | 0.00% | +6,295+12.4% | Added |
| Goldman Sachs Group Inc | 56,847 | $1.37M | 0.00% | −4,540−7.4% | Reduced |
| American Century Companies Inc | 56,530 | $1.37M | 0.00% | +11,691+26.1% | Added |
| Russell Investments Group, Ltd. | 49,104 | $1.19M | 0.00% | +4,517+10.1% | Added |
| LBMC Investment Advisors, LLC | 44,298 | $1.07M | 0.12% | 00.0% | Unchanged |
| Victory Capital Management Inc | 41,300 | $998.0K | 0.00% | −9,000−17.9% | Reduced |
| Charles Schwab Investment Management Inc | 40,299 | $974.0K | 0.00% | +3,160+8.5% | Added |
| Kennedy Capital Management, Inc. | 39,812 | $962.0K | 0.03% | +12,449+45.5% | Added |
| Martingale Asset Management L P | 36,452 | $881.0K | 0.02% | −6,779−15.7% | Reduced |
| Patriot Investment Management Inc. | 34,938 | $844.0K | 0.08% | 00.0% | Unchanged |
| Barclays PLC | 34,750 | $840.0K | 0.00% | −2,517−6.8% | Reduced |
| Captrust Financial Advisors | 33,616 | $812.0K | 0.01% | +1,960+6.2% | Added |
| Invesco Ltd. | 32,783 | $792.0K | 0.00% | +1,658+5.3% | Added |
| Jacobs Levy Equity Management, Inc | 32,186 | $778.0K | 0.01% | −386−1.2% | Reduced |
| Morgan Stanley | 32,100 | $775.0K | 0.00% | −402−1.2% | Reduced |
| RMB Capital Management, LLC | 30,000 | $725.0K | 0.02% | +30,000 | New |
| STRS Ohio | 24,800 | $599.0K | 0.00% | −2,200−8.1% | Reduced |
| Bailard, Inc. | 22,126 | $535.0K | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 21,389 | $517.0K | 0.00% | +4,521+26.8% | Added |
| Two Sigma Advisers, LP | 21,100 | $510.0K | 0.00% | −900−4.1% | Reduced |
| Truist Financial Corp | 20,165 | $488.0K | 0.00% | +44+0.2% | Added |
| Equitable Trust Co | 19,551 | $472.0K | 0.04% | −860−4.2% | Reduced |
| Silver Oak Securities, Inc | 17,066 | $415.0K | 0.09% | −1,260−6.9% | Reduced |
| Warren Averett Asset Management, LLC | 16,527 | $399.0K | 0.04% | 00.0% | Unchanged |
| Citadel Advisors LLC | 15,719 | $380.0K | 0.00% | +4,348+38.2% | Added |
| Ellsworth Advisors, LLC | 15,328 | $370.0K | 0.15% | −185−1.2% | Reduced |
| Panagora Asset Management Inc | 15,014 | $363.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 14,728 | $356.0K | 0.00% | −3,889−20.9% | Reduced |
| Aptus Capital Advisors, LLC | 14,450 | $349.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 12,743 | $307.0K | 0.00% | +2,010+18.7% | Added |
| Tennessee Valley Asset Management Partners | 12,675 | $306.0K | 0.12% | −2,479−16.4% | Reduced |
| Penn Capital Management Co Inc | 12,536 | $303.0K | 0.03% | +12,536 | New |
| Raymond James Financial Services Advisors, Inc. | 11,718 | $283.0K | 0.00% | +538+4.8% | Added |
| HSBC Holdings PLC | 11,601 | $276.0K | 0.00% | 00.0% | Unchanged |
| Evergreen Advisors, LLC | 11,350 | $274.0K | 0.11% | +30+0.3% | Added |
| Royal Bank of Canada | 11,288 | $273.0K | 0.00% | −764−6.3% | Reduced |
| Leavell Investment Management, Inc. | 10,500 | $254.0K | 0.02% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 9,994 | $241.0K | 0.00% | −34−0.3% | Reduced |
| Fourthstone LLC | 9,511 | $230.0K | 0.09% | +9,511 | New |
| Rather & Kittrell, Inc. | 9,374 | $226.0K | 0.25% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 9,028 | $218.0K | 0.00% | +16+0.2% | Added |
| Prudential Financial Inc | 8,674 | $210.0K | 0.00% | +8,674 | New |
| MetLife Investment Management | 8,657 | $209.2K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 8,514 | $205.0K | 0.00% | −3,323−28.1% | Reduced |
| Deutsche Bank AG | 7,914 | $191.0K | 0.00% | +400+5.3% | Added |
| Advisor Group Holdings, Inc. | 7,590 | $183.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 7,262 | $175.0K | 0.00% | +389+5.7% | Added |
| California State Teachers Retirement System | 6,635 | $160.0K | 0.00% | +660+11.0% | Added |
| SG Americas Securities, LLC | 6,105 | $147.0K | 0.00% | +6,105 | New |
| Public Employees Retirement System of Ohio | 4,629 | $112.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 4,614 | $112.0K | 0.00% | +3,581+346.7% | Added |
| BNP Paribas Arbitrage, SA | 3,924 | $94.8K | 0.00% | +725+22.7% | Added |
| Bank of America Corp | 2,632 | $63.0K | 0.00% | −1,378−34.4% | Reduced |
| Amalgamated Bank | 1,973 | $48.0K | 0.00% | +299+17.9% | Added |
| Allspring Global Investments Holdings, LLC | 1,581 | $38.0K | 0.00% | −4,967−75.9% | Reduced |
| Proffitt & Goodson Inc | 1,429 | $35.0K | 0.01% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,272 | $31.0K | 0.00% | +162+14.6% | Added |
| Nisa Investment Advisors, LLC | 1,200 | $29.0K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 1,134 | $27.4K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,113 | $27.0K | 0.00% | +515+86.1% | Added |
| Ameritas Investment Partners, Inc. | 1,098 | $26.0K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,039 | $25.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,000 | $24.0K | 0.01% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 659 | $16.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 500 | $12.0K | 0.00% | −500−50.0% | Reduced |
| Aquatic Capital Management LLC | 500 | $12.0K | 0.00% | +500 | New |
| Benjamin F. Edwards & Company, Inc. | 250 | $6.00K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 198 | $5.00K | 0.00% | −9,545−98.0% | Reduced |
| Exane Derivatives | 173 | $4.18K | 0.00% | −722−80.7% | Reduced |
| Federated Hermes, Inc. | 147 | $4.00K | 0.00% | +147 | New |
| FMR LLC | 49 | $1.00K | 0.00% | +7+16.7% | Added |
| Credit Suisse AG | 15 | $0 | 0.00% | +15 | New |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −48,122−100.0% | Sold out |
| Ascent Wealth Partners, LLC | 0 | $0 | 0.00% | −35,280−100.0% | Sold out |
| Coulter & Justus Financial Services, LLC | 0 | $0 | 0.00% | −11,320−100.0% | Sold out |