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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 2024 vs. Q2 2024

How the institutions holding Smartfinancial Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of SMBK: Q2 2024 compared with Q3 2024
MeasureQ2 2024Of which not filed for Q3 2024Q3 2024Change
Holders1032116+15
Shares9.08M1.37M9.40M+1.69M (+21.9%)
Value$214.9M$32.3M$274.0M+$91.4M (+50.0%)

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (21)

Institutions that held Smartfinancial Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to SMBK in Q3 2024
InstitutionSharesValue% of portfolio
BlackRock, Inc.1,392,202$40.6M0.00%
Stieven Capital Advisors, L.P.154,134$4.49M0.85%
Rather & Kittrell, Inc.22,028$641.9K0.16%
Arrowstreet Capital, Limited Partnership14,742$429.6K0.00%
CWM Advisors, LLC14,252$415.3K0.04%
Creative Planning13,519$393.9K0.00%
Warren Averett Asset Management, LLC12,757$371.7K0.01%
Connor, Clark & Lunn Investment Management Ltd.11,472$334.3K0.00%
XTX Topco Ltd9,333$272.0K0.02%
CAP Partners, LLC7,910$230.5K0.17%
Jacobs Levy Equity Management, Inc7,770$226.4K0.00%
Citadel Advisors LLC7,207$210.0K0.00%
Voya Investment Management LLC6,960$202.8K0.00%
SG Americas Securities, LLC5,521$161.0K0.00%
nVerses Capital, LLC500$14.6K0.01%
Harbor Capital Advisors, Inc.204$6.00K0.00%
Capital Performance Advisors LLP106$3.09K0.00%
Smartleaf Asset Management LLC61$1.75K0.00%
Sterling Capital Management LLC58$1.69K0.00%
Allworth Financial LP52$1.52K0.00%
Rothschild Investment LLC5$1460.00%

Sold out (6)

Institutions that held Smartfinancial Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of SMBK in Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
Forest Hill Capital, LLC30,632$725.1K
Gsa Capital Partners LLP10,078$239.0K
Qube Research & Technologies Ltd9,935$235.2K
EntryPoint Capital, LLC7,830$185.3K
Innealta Capital, LLC34$805
Covestor Ltd16$0

Not filed for Q3 2024 yet (2)

Institutions that held Smartfinancial Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SMBK in Q2 2024 that haven't filed for Q3 2024
InstitutionShares, Q2 2024Value, Q2 2024
BlackRock Inc.1,365,601$32.3M
Benjamin F. Edwards & Company, Inc.250$6.00K