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.
Q3 2023 vs. Q2 2023
How the institutions holding Smartfinancial Inc. changed between Q2 2023 and Q3 2023.
All holders in Q3 2023All holders in Q2 2023
| Measure | Q2 2023 | Of which not filed for Q3 2023 | Q3 2023 | Change |
|---|---|---|---|---|
| Holders | 95 | 1 | 94 | 0 |
| Shares | 8.38M | 46.0K | 8.44M | +101.1K (+1.2%) |
| Value | $180.4M | $990.5K | $180.3M | +$964.0K (+0.5%) |
1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (6)
Institutions that held Smartfinancial Inc. at the end of Q3 2023 but not at the end of Q2 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Deprince Race & Zollo Inc | 114,398 | $2.44M | 0.06% |
| Panagora Asset Management Inc | 35,489 | $758.4K | 0.00% |
| SlateStone Wealth, LLC | 21,677 | $463.0K | 0.07% |
| Bailard, Inc. | 13,653 | $291.8K | 0.01% |
| Tennessee Valley Asset Management Partners | 12,791 | $273.4K | 0.09% |
| SG Americas Securities, LLC | 7,442 | $159.0K | 0.00% |
Sold out (6)
Institutions that held Smartfinancial Inc. at the end of Q2 2023 and filed for Q3 2023 without it.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| Kennedy Capital Management, Inc. | 42,517 | $914.5K |
| Cambridge Investment Research Advisors, Inc. | 14,587 | $314.0K |
| Citadel Advisors LLC | 10,694 | $230.0K |
| Lazard Asset Management LLC | 1,457 | $31.0K |
| Allspring Global Investments Holdings, LLC | 294 | $6.32K |
| Aquatic Capital Management LLC | 300 | $6.00K |
Not filed for Q3 2023 yet (1)
Institutions that held Smartfinancial Inc. at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q2 2023 | Value, Q2 2023 |
|---|---|---|
| EA Series Trust | 46,050 | $990.5K |