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.

Q1 2026 vs. Q4 2025

How the institutions holding Smartfinancial Inc. changed between Q4 2025 and Q1 2026.

All holders in Q1 2026 All holders in Q4 2025

13F holders of SMBK: Q4 2025 compared with Q1 2026
Measure	Q4 2025	Of which not filed for Q1 2026	Q1 2026	Change
Holders	166	2	175	+11
Shares	10.6M	875.4K	10.9M	+1.10M (+11.3%)
Value	$393.3M	$32.4M	$423.7M	+$62.8M (+17.4%)

2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so the changes leave them out.

New holders (24)

Institutions that held Smartfinancial Inc. at the end of Q1 2026 but not at the end of Q4 2025.

Institutions new to SMBK in Q1 2026
Institution	Shares	Value	% of portfolio
Vanguard Capital Management LLC	680,417	$26.6M	0.00%
Basswood Capital Management, L.L.C.	169,740	$6.63M	0.34%
Vanguard Portfolio Management LLC	112,174	$4.38M	0.00%
Vanguard Fiduciary Trust Co	94,534	$3.69M	0.00%
Trexquant Investment LP	23,196	$906.5K	0.01%
Y-Intercept (Hong Kong) Ltd	20,275	$792.3K	0.02%
Principal Financial Group Inc	18,124	$708.3K	0.00%
Man Group plc	13,567	$530.2K	0.00%
Agp Franklin, LLC	11,706	$457.5K	0.23%
Susquehanna International Group, LLP	8,830	$345.1K	0.00%
Rafferty Asset Management, LLC	8,414	$328.8K	0.00%
Squarepoint Ops LLC	7,474	$292.1K	0.00%
1492 Capital Management LLC	6,901	$269.7K	0.10%
Algert Global LLC	6,479	$253.2K	0.00%
VARCOV Co.	6,193	$242.0K	0.09%
Engineers Gate Manager LP	5,580	$218.1K	0.00%
Vanguard Global Advisers, LLC	5,470	$213.8K	0.00%
Mercer Global Advisors Inc	5,343	$208.8K	0.00%
Jacobs Levy Equity Management, Inc	5,267	$205.8K	0.00%
Advisory Services Network, LLC	679	$26.5K	0.00%
Jones Financial Companies LLLP	175	$6.70K	0.00%
Basecamp Wealth Advisors LLC	17	$664	0.00%
Root Financial Partners, LLC	13	$508	0.00%
US Bancorp	8	$313	0.00%

Sold out (13)

Institutions that held Smartfinancial Inc. at the end of Q4 2025 and filed for Q1 2026 without it.

Institutions that sold out of SMBK in Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Two Sigma Advisers, LP	61,900	$2.29M
Algebris (UK) Ltd	58,316	$2.16M
Marshall Wace, LLP	30,786	$1.14M
R Squared Ltd	8,875	$328.3K
Prudential Financial Inc	8,655	$320.1K
Quest Partners LLC	5,580	$206.4K
Quantbot Technologies LP	4,105	$151.8K
Kemnay Advisory Services Inc.	664	$24.6K
Amalgamated Bank	457	$17.0K
SageView Advisory Group, LLC	416	$15.4K
Aquatic Capital Management LLC	190	$7.03K
Quarry LP	50	$1.85K
American Capital Advisory, LLC	1	$37

Not filed for Q1 2026 yet (2)

Institutions that held Smartfinancial Inc. at the end of Q4 2025 and haven't filed a 13F for Q1 2026. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding SMBK in Q4 2025 that haven't filed for Q1 2026
Institution	Shares, Q4 2025	Value, Q4 2025
Vanguard Group Inc	850,823	$31.5M
Brandywine Global Investment Management, LLC	24,559	$908.4K