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 |
|---|---|---|---|---|---|
| Credit Suisse AG | 15 | $0 | 0.00% | +15 | New |
| FMR LLC | 49 | $1.00K | 0.00% | +7+16.7% | Added |
| Federated Hermes, Inc. | 147 | $4.00K | 0.00% | +147 | New |
| Exane Derivatives | 173 | $4.18K | 0.00% | −722−80.7% | Reduced |
| Wells Fargo & Company | 198 | $5.00K | 0.00% | −9,545−98.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 250 | $6.00K | 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 |
| FinTrust Capital Advisors, LLC | 659 | $16.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,000 | $24.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 1,039 | $25.0K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,098 | $26.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 1,113 | $27.0K | 0.00% | +515+86.1% | Added |
| Metropolitan Life Insurance Co | 1,134 | $27.4K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,200 | $29.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 1,272 | $31.0K | 0.00% | +162+14.6% | Added |
| Proffitt & Goodson Inc | 1,429 | $35.0K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,581 | $38.0K | 0.00% | −4,967−75.9% | Reduced |
| Amalgamated Bank | 1,973 | $48.0K | 0.00% | +299+17.9% | Added |
| Bank of America Corp | 2,632 | $63.0K | 0.00% | −1,378−34.4% | Reduced |
| BNP Paribas Arbitrage, SA | 3,924 | $94.8K | 0.00% | +725+22.7% | Added |
| 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 |
| SG Americas Securities, LLC | 6,105 | $147.0K | 0.00% | +6,105 | New |
| California State Teachers Retirement System | 6,635 | $160.0K | 0.00% | +660+11.0% | Added |
| American International Group, Inc. | 7,262 | $175.0K | 0.00% | +389+5.7% | Added |
| Advisor Group Holdings, Inc. | 7,590 | $183.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 7,914 | $191.0K | 0.00% | +400+5.3% | Added |
| UBS Group AG | 8,514 | $205.0K | 0.00% | −3,323−28.1% | Reduced |
| MetLife Investment Management | 8,657 | $209.2K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 8,674 | $210.0K | 0.00% | +8,674 | New |
| Cambridge Investment Research Advisors, Inc. | 9,028 | $218.0K | 0.00% | +16+0.2% | Added |
| Rather & Kittrell, Inc. | 9,374 | $226.0K | 0.25% | 00.0% | Unchanged |
| Fourthstone LLC | 9,511 | $230.0K | 0.09% | +9,511 | New |
| New York State Common Retirement Fund | 9,994 | $241.0K | 0.00% | −34−0.3% | Reduced |
| Leavell Investment Management, Inc. | 10,500 | $254.0K | 0.02% | 00.0% | Unchanged |
| Royal Bank of Canada | 11,288 | $273.0K | 0.00% | −764−6.3% | Reduced |
| Evergreen Advisors, LLC | 11,350 | $274.0K | 0.11% | +30+0.3% | Added |
| HSBC Holdings PLC | 11,601 | $276.0K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 11,718 | $283.0K | 0.00% | +538+4.8% | Added |
| Penn Capital Management Co Inc | 12,536 | $303.0K | 0.03% | +12,536 | New |
| Tennessee Valley Asset Management Partners | 12,675 | $306.0K | 0.12% | −2,479−16.4% | Reduced |
| Acadian Asset Management LLC | 12,743 | $307.0K | 0.00% | +2,010+18.7% | Added |
| Aptus Capital Advisors, LLC | 14,450 | $349.0K | 0.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 14,728 | $356.0K | 0.00% | −3,889−20.9% | Reduced |
| Panagora Asset Management Inc | 15,014 | $363.0K | 0.00% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 15,328 | $370.0K | 0.15% | −185−1.2% | Reduced |
| Citadel Advisors LLC | 15,719 | $380.0K | 0.00% | +4,348+38.2% | Added |
| Warren Averett Asset Management, LLC | 16,527 | $399.0K | 0.04% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 17,066 | $415.0K | 0.09% | −1,260−6.9% | Reduced |
| Equitable Trust Co | 19,551 | $472.0K | 0.04% | −860−4.2% | Reduced |
| Truist Financial Corp | 20,165 | $488.0K | 0.00% | +44+0.2% | Added |
| Two Sigma Advisers, LP | 21,100 | $510.0K | 0.00% | −900−4.1% | Reduced |
| Rhumbline Advisers | 21,389 | $517.0K | 0.00% | +4,521+26.8% | Added |
| Bailard, Inc. | 22,126 | $535.0K | 0.02% | 00.0% | Unchanged |
| STRS Ohio | 24,800 | $599.0K | 0.00% | −2,200−8.1% | Reduced |
| RMB Capital Management, LLC | 30,000 | $725.0K | 0.02% | +30,000 | New |
| Morgan Stanley | 32,100 | $775.0K | 0.00% | −402−1.2% | Reduced |
| Jacobs Levy Equity Management, Inc | 32,186 | $778.0K | 0.01% | −386−1.2% | Reduced |
| Invesco Ltd. | 32,783 | $792.0K | 0.00% | +1,658+5.3% | Added |
| Captrust Financial Advisors | 33,616 | $812.0K | 0.01% | +1,960+6.2% | Added |
| Barclays PLC | 34,750 | $840.0K | 0.00% | −2,517−6.8% | Reduced |
| Patriot Investment Management Inc. | 34,938 | $844.0K | 0.08% | 00.0% | Unchanged |
| Martingale Asset Management L P | 36,452 | $881.0K | 0.02% | −6,779−15.7% | Reduced |
| Kennedy Capital Management, Inc. | 39,812 | $962.0K | 0.03% | +12,449+45.5% | Added |
| Charles Schwab Investment Management Inc | 40,299 | $974.0K | 0.00% | +3,160+8.5% | Added |
| Victory Capital Management Inc | 41,300 | $998.0K | 0.00% | −9,000−17.9% | Reduced |
| LBMC Investment Advisors, LLC | 44,298 | $1.07M | 0.12% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 49,104 | $1.19M | 0.00% | +4,517+10.1% | Added |
| American Century Companies Inc | 56,530 | $1.37M | 0.00% | +11,691+26.1% | Added |
| Goldman Sachs Group Inc | 56,847 | $1.37M | 0.00% | −4,540−7.4% | Reduced |
| Nuveen Asset Management, LLC | 56,972 | $1.38M | 0.00% | +6,295+12.4% | Added |
| Stifel Financial Corp | 61,000 | $1.47M | 0.00% | −643−1.0% | Reduced |
| Walthausen & Co., LLC | 63,895 | $1.54M | 0.69% | −32,017−33.4% | Reduced |
| Crescent Grove Advisors, LLC | 65,073 | $1.57M | 0.17% | −7,500−10.3% | Reduced |
| Basswood Capital Management, L.L.C. | 68,178 | $1.65M | 0.10% | +153+0.2% | Added |
| Regions Financial Corp | 68,684 | $1.66M | 0.02% | 00.0% | Unchanged |
| Deprince Race & Zollo Inc | 72,497 | $1.75M | 0.04% | −4,931−6.4% | Reduced |
| Bank of New York Mellon Corp | 79,093 | $1.91M | 0.00% | +5,358+7.3% | Added |
| Alliancebernstein L.P. | 94,425 | $2.28M | 0.00% | +69,260+275.2% | Added |
| Bridgeway Capital Management, LLC | 97,000 | $2.34M | 0.05% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 107,483 | $2.60M | 0.00% | +38,993+56.9% | Added |
| BHZ Capital Management, LP | 144,082 | $3.48M | 1.70% | −4,337−2.9% | Reduced |
| Elizabeth Park Capital Advisors, Ltd. | 148,160 | $3.58M | 1.54% | 00.0% | Unchanged |
| Northern Trust Corp | 153,044 | $3.70M | 0.00% | +9,420+6.6% | Added |
| Foundry Partners, LLC | 166,255 | $4.02M | 0.24% | 00.0% | Unchanged |
| Wellington Management Group LLP | 168,203 | $4.06M | 0.00% | −2,457−1.4% | Reduced |
| Salzhauer Michael | 170,867 | $4.13M | 2.58% | +27,340+19.0% | Added |
| Renaissance Technologies LLC | 199,674 | $4.82M | 0.01% | −36,200−15.3% | Reduced |
| State Street Corp | 246,177 | $5.95M | 0.00% | +9,380+4.0% | Added |
| Forest Hill Capital, LLC | 261,566 | $6.32M | 2.62% | −5,062−1.9% | Reduced |
| Geode Capital Management, LLC | 265,237 | $6.41M | 0.00% | +16,888+6.8% | Added |
| Dimensional Fund Advisors LP | 471,737 | $11.4M | 0.00% | +28,623+6.5% | Added |
| Private Capital Management, LLC | 602,045 | $14.5M | 2.30% | +5,862+1.0% | Added |
| Banc Funds Co LLC | 679,185 | $16.4M | 1.48% | 00.0% | Unchanged |
| Vanguard Group Inc | 691,219 | $16.7M | 0.00% | +2,812+0.4% | Added |
| BlackRock Inc. | 1,172,632 | $28.3M | 0.00% | +21,567+1.9% | Added |
| 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 |