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 2024
Institutional positions in Smartfinancial Inc. as of Jun 30, 2024. 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
- 103
- +2 vs. Q1 2024
- Shares held
- 9.08M
- +303.4K (+3.5%) vs. Q1 2024
- Total value
- $214.9M
- +$27.9M (+14.9%) vs. Q1 2024
- New holders
- 14
- 39 more added
- Sold out
- 12
- 28 more reduced
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Smartfinancial Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dimensional Fund Advisors LP | 699,794 | $16.6M | 0.00% | +35,054+5.3% | Added |
| Vanguard Group Inc | 804,968 | $19.1M | 0.00% | +15,735+2.0% | Added |
| BlackRock Inc. | 1,365,601 | $32.3M | 0.00% | −7,402−0.5% | Reduced |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −48,762−100.0% | Sold out |
| Ascent Wealth Partners, LLC | 0 | $0 | 0.00% | −35,280−100.0% | Sold out |
| Swiss National Bank | 0 | $0 | 0.00% | −28,547−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −12,296−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −9,798−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −7,814−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −5,845−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −887−100.0% | Sold out |
| Great West Life Assurance Co | 0 | $0 | 0.00% | −588−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −457−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Macquarie Group Ltd | 0 | $0 | 0.00% | −1,261−100.0% | Sold out |
| Credit Suisse AG | – | – | – | – | Not filed |