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, Q3 2024
Institutional positions in Smartfinancial Inc. as of Sep 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
- 116
- +15 vs. Q2 2024
- Shares held
- 9.40M
- +1.69M (+21.9%) vs. Q2 2024
- Total value
- $274.0M
- +$91.4M (+50.0%) vs. Q2 2024
- New holders
- 21
- 40 more added
- Sold out
- 6
- 29 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Smartfinancial Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Russell Investments Group, Ltd. | 154,389 | $4.50M | 0.01% | +30,167+24.3% | Added |
| Foundry Partners, LLC | 184,555 | $5.38M | 0.27% | +35,565+23.9% | Added |
| Kennedy Capital Management, Inc. | 192,345 | $5.60M | 0.12% | −52,028−21.3% | Reduced |
| Deprince Race & Zollo Inc | 199,726 | $5.82M | 0.11% | −839−0.4% | Reduced |
| Alliancebernstein L.P. | 206,963 | $6.03M | 0.00% | −43,850−17.5% | Reduced |
| American Century Companies Inc | 234,843 | $6.84M | 0.00% | +51,092+27.8% | Added |
| Salzhauer Michael | 238,789 | $6.96M | 4.42% | −5,000−2.1% | Reduced |
| Geode Capital Management, LLC | 335,501 | $9.78M | 0.00% | +1,307+0.4% | Added |
| State Street Corp | 336,147 | $9.80M | 0.00% | +10,623+3.3% | Added |
| Wellington Management Group LLP | 340,418 | $9.92M | 0.00% | +139,009+69.0% | Added |
| Cravens & Co Advisors, LLC | 451,492 | $13.2M | 10.16% | −194,473−30.1% | Reduced |
| Banc Funds Co LLC | 514,713 | $15.0M | 1.63% | −46,185−8.2% | Reduced |
| Private Capital Management, LLC | 557,745 | $16.3M | 1.78% | −14,925−2.6% | Reduced |
| Dimensional Fund Advisors LP | 725,651 | $21.1M | 0.01% | +25,857+3.7% | Added |
| Vanguard Group Inc | 856,648 | $25.0M | 0.00% | +51,680+6.4% | Added |
| BlackRock, Inc. | 1,392,202 | $40.6M | 0.00% | +1,392,202 | New |
| Forest Hill Capital, LLC | 0 | $0 | 0.00% | −30,632−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −10,078−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −9,935−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −7,830−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −34−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Benjamin F. Edwards & Company, Inc. | – | – | – | – | Not filed |