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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.

Q2 2025 vs. Q1 2025

How the institutions holding Smartfinancial Inc. changed between Q1 2025 and Q2 2025.

All holders in Q2 2025All holders in Q1 2025

13F holders of SMBK: Q1 2025 compared with Q2 2025
MeasureQ1 2025Of which not filed for Q2 2025Q2 2025Change
Holders1392151+14
Shares9.73M183.3K9.86M+305.5K (+3.2%)
Value$302.5M$5.70M$333.0M+$36.1M (+12.2%)

2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (22)

Institutions that held Smartfinancial Inc. at the end of Q2 2025 but not at the end of Q1 2025.

Institutions new to SMBK in Q2 2025
InstitutionSharesValue% of portfolio
CSM Advisors, LLC177,590$6.00M0.17%
Zacks Investment Management63,552$2.15M0.02%
North Reef Capital Management LP46,104$1.56M0.07%
Marshall Wace, LLP16,235$548.4K0.00%
Susquehanna Portfolio Strategies, LLC9,545$322.4K0.01%
Quest Partners LLC8,746$295.4K0.03%
Tennessee Valley Asset Management Partners6,261$211.5K0.05%
Occudo Quantitative Strategies LP6,140$207.4K0.02%
Voya Investment Management LLC6,001$202.7K0.00%
Manufacturers Life Insurance Company, The5,926$200.2K0.00%
Lazard Asset Management LLC3,790$128.0K0.00%
Cullen/Frost Bankers, Inc.481$16.2K0.00%
Essential Partners LLC237$8.01K0.00%
Federated Hermes, Inc.122$4.12K0.00%
Point72 (DIFC) Ltd104$3.51K0.00%
Larson Financial Group LLC63$2.13K0.00%
MAI Capital Management38$1.28K0.00%
Covestor Ltd29$1.00K0.00%
True Wealth Design, LLC25$8450.00%
Advisor Group Holdings, Inc.15$5070.00%
CIBC Private Wealth Group, LLC8$2700.00%
US Bancorp7$2360.00%

Sold out (8)

Institutions that held Smartfinancial Inc. at the end of Q1 2025 and filed for Q2 2025 without it.

Institutions that sold out of SMBK in Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
ExodusPoint Capital Management, LP11,873$369.0K
Gsa Capital Partners LLP8,174$254.0K
Corebridge Financial, Inc.7,790$242.1K
Quadrant Capital Group LLC369$11.5K
Smartleaf Asset Management LLC182$5.68K
Coldstream Capital Management Inc62$1.93K
Parkside Financial Bank & Trust15$467
Stephens Consulting, LLC10$311

Not filed for Q2 2025 yet (2)

Institutions that held Smartfinancial Inc. at the end of Q1 2025 and haven't filed a 13F for Q2 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SMBK in Q1 2025 that haven't filed for Q2 2025
InstitutionShares, Q1 2025Value, Q1 2025
Foundry Partners, LLC183,160$5.69M
Lindbrook Capital, LLC141$4.38K