Smartfinancial Inc.

SMBK

Exchange: NYSE
Industry: National Commercial Banks
SEC CIK: 0001038773

SEC filings (opens in a new tab)

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.

Q4 2024 vs. Q3 2024

How the institutions holding Smartfinancial Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024 All holders in Q3 2024

13F holders of SMBK: Q3 2024 compared with Q4 2024
Measure	Q3 2024	Of which not filed for Q4 2024	Q4 2024	Change
Holders	116	2	128	+14
Shares	9.40M	1.13K	9.63M	+227.8K (+2.4%)
Value	$274.0M	$32.9K	$298.3M	+$24.4M (+8.9%)

2 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (26)

Institutions that held Smartfinancial Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to SMBK in Q4 2024
Institution	Shares	Value	% of portfolio
Hillsdale Investment Management Inc.	120,029	$3.72M	0.19%
AQR Capital Management LLC	20,717	$641.8K	0.00%
Raymond James Financial Inc	18,716	$579.8K	0.00%
EAM Investors, LLC	18,694	$579.1K	0.08%
Persistent Asset Partners Ltd	14,912	$525.8K	0.45%
Cubist Systematic Strategies, LLC	13,515	$418.7K	0.01%
ExodusPoint Capital Management, LP	12,000	$372.0K	0.00%
Stonegate Investment Group, LLC	11,342	$351.4K	0.01%
RFG Advisory, LLC	10,000	$309.8K	0.01%
Franklin Resources Inc	9,900	$306.7K	0.00%
Susquehanna International Group, LLP	9,471	$293.4K	0.00%
Squarepoint Ops LLC	8,948	$277.2K	0.00%
Welch Group, LLC	6,499	$202.4K	0.01%
Ridgepath Capital Management LLC	6,526	$202.2K	0.09%
Geneos Wealth Management Inc.	6,210	$192.4K	0.01%
Virtus Investment Advisers, Inc.	4,000	$123.9K	0.10%
Police & Firemen's Retirement System of New Jersey	3,578	$110.8K	0.00%
Aquatic Capital Management LLC	3,353	$103.9K	0.00%
Versant Capital Management, Inc	674	$20.9K	0.00%
Point72 Asia (Singapore) Pte. Ltd.	481	$14.9K	0.00%
Point72 (DIFC) Ltd	178	$5.51K	0.00%
R Squared Ltd	155	$4.80K	0.00%
US Bancorp	57	$1.77K	0.00%
GAMMA Investing LLC	11	$341	0.00%
Parallel Advisors, LLC	8	$248	0.00%
IFP Advisors, Inc	1	$31	0.00%

Sold out (12)

Institutions that held Smartfinancial Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Institutions that sold out of SMBK in Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
Kennedy Capital Management, Inc.	192,345	$5.60M
Crescent Grove Advisors, LLC	35,073	$1.02M
Mendon Capital Advisors Corp	26,469	$771.3K
RMB Capital Management, LLC	26,469	$771.3K
Rockefeller Capital Management L.P.	15,941	$464.5K
Bailard, Inc.	13,653	$397.8K
Warren Averett Asset Management, LLC	12,757	$371.7K
Jacobs Levy Equity Management, Inc	7,770	$226.4K
Voya Investment Management LLC	6,960	$202.8K
Advisor Group Holdings, Inc.	4,276	$124.6K
nVerses Capital, LLC	500	$14.6K
Capital Performance Advisors LLP	106	$3.09K

Not filed for Q4 2024 yet (2)

Institutions that held Smartfinancial Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SMBK in Q3 2024 that haven't filed for Q4 2024
Institution	Shares, Q3 2024	Value, Q3 2024
FinTrust Capital Advisors, LLC	659	$19.2K
Naples Money Management LLC	470	$13.7K