SmartfinancialSMBK

13F holders, Q2 2026 (June 30)
184holders +9
24new positions
14sold out
5famous investors
$46.81avg. 13F price*

At the end of Q2 2026, 184 institutions reported holding Smartfinancial Inc. (SMBK) in their 13F filings, up 9 from Q1 2026. 24 opened new positions and 14 sold out. The largest holders were BlackRock, Inc. ($68.9M), Dimensional Fund Advisors LP ($39.2M) and Vanguard Capital Management LLC ($31.9M). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Smartfinancial Inc.
CUSIP
83190L208
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 102Q1 2024Q2 2024: 103Q2 2024Q3 2024: 116Q3 2024Q4 2024: 128Q4 2024Q1 2025: 139Q1 2025Q2 2025: 151Q2 2025Q3 2025: 160Q3 2025Q4 2025: 166Q4 2025Q1 2026: 175Q1 2026Q2 2026: 184Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions24$3.3M
Exits14$4.1M

All 13F filers, Q1 2026 → Q2 2026: 878,505 shares bought and 600,424 shares sold, net +278,081 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 184 holders

BlackRock, Inc. 0.00% Add +14.3% 1,468,195 $68.9M
Dimensional Fund Advisors LP 0.01% Reduce -0.0% 836,086 $39.2M
Vanguard Capital Management LLC 0.00% Reduce -0.1% 679,819 $31.9M
Wellington Management Group LLP 0.00% Reduce -12.0% 594,386 $27.9M
State Street Corp. 0.00% Add +3.8% 457,060 $21.4M
American Century Companies Inc. 0.01% Add +20.7% 448,667 $21.1M
Private Capital Management, LLC 1.85% Add +1.0% 432,512 $20.3M
Geode Capital Management, LLC 0.00% Add +7.3% 381,419 $17.9M
Acadian Asset Management LLC 0.02% Add +21.9% 346,492 $16.3M
First Eagle Investment Management, LLC 0.02% Add +42.5% 319,339 $15.0M
Cravens & Co Advisors, LLC 6.94% Reduce -0.0% 220,400 $10.3M
Salzhauer Michael 3.64% Reduce -0.8% 211,013 $9.9M
Two Sigma Investments, LP 0.01% Add +10.9% 188,433 $8.8M
CSM Advisors, LLC 0.18% Add +7.5% 184,035 $8.6M
Morgan Stanley 0.00% Add +7.0% 182,854 $8.6M
Basswood Capital Management, L.L.C. 0.36% Add +6.2% 180,329 $8.5M
Northern Trust Corp. 0.00% Add +5.8% 152,895 $7.2M
Stieven Capital Advisors, L.P. 1.32% Add +0.2% 147,534 $6.9M
Renaissance Technologies 0.01% Reduce -3.3% 147,181 $6.9M
Bridgeway Capital Management, LLC 0.12% Add +4.6% 143,495 $6.7M
North Reef Capital Management LP 0.25% Add +0.0% 137,089 $6.4M
Vanguard Portfolio Management LLC 0.00% Add +16.7% 130,914 $6.1M
Alliancebernstein L.P. 0.00% Add +0.7% 151,894 $5.9M
Charles Schwab Investment Management Inc. 0.00% Add +1.9% 123,934 $5.8M
Nuveen, LLC 0.00% Add +16.3% 112,734 $5.3M
Vanguard Fiduciary Trust Co. 0.00% Add +5.1% 99,332 $4.7M
Banc Funds Co. LLC 0.76% Reduce -35.0% 97,626 $4.6M
JPMorgan Chase & Co. 0.00% Reduce -0.2% 94,236 $4.4M
Zacks Investment Management 0.03% Add +7.9% 91,697 $4.3M
Empowered Funds, LLC 0.02% Add +7.7% 86,995 $4.1M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -7.8% 86,330 $4.1M
Goldman Sachs Group Inc. 0.00% Reduce -38.0% 80,568 $3.8M
Bank of New York Mellon Corp 0.00% Reduce -1.1% 79,830 $3.7M
Russell Investments Group, Ltd. 0.00% Reduce -23.5% 78,646 $3.7M
Millennium Management 0.00% Reduce -24.6% 69,875 $3.3M
Panagora Asset Management Inc. 0.01% Add +2.5% 65,649 $3.1M
Martingale Asset Management L P 0.07% Add +21.5% 65,317 $3.1M
Deprince Race & Zollo Inc. 0.05% Reduce -49.3% 64,702 $3.0M
Arrowstreet Capital, Limited Partnership 0.00% Add +26.6% 63,767 $3.0M
AQR Capital Management 0.00% Add +26.8% 63,265 $3.0M
Trexquant Investment LP 0.02% Add +168.2% 62,217 $2.9M
Elizabeth Park Capital Advisors, Ltd. 1.91% Reduce -7.8% 59,042 $2.8M
First Trust Advisors LP 0.00% Add +4.8% 48,823 $2.3M
Raymond James Financial Inc. 0.00% Add +0.1% 47,337 $2.2M
Stifel Financial Corp. 0.00% Reduce -6.8% 46,209 $2.2M
Regions Financial Corp. 0.01% No change 46,139 $2.2M
Bank of America Corp. 0.00% Reduce -2.8% 46,121 $2.2M
Los Angeles Capital Management LLC 0.01% Add +4.2% 43,844 $2.1M
Rather & Kittrell, Inc. 0.27% Add +111.3% 40,631 $1.9M
D. E. Shaw & Co. 0.00% Reduce -13.7% 36,712 $1.7M
Patriot Investment Management Group, Inc. 0.10% No change 34,938 $1.6M
Quantinno Capital Management LP 0.00% Add +64.0% 34,094 $1.6M
SlateStone Wealth, LLC 0.11% No change 29,302 $1.4M
Caldwell Sutter Capital, Inc. 0.50% No change 28,431 $1.3M
Creative Planning 0.00% Add +8.7% 27,897 $1.3M
Franklin Resources Inc. 0.00% Reduce -11.9% 27,646 $1.3M
Victory Capital Management Inc. 0.00% Add +2.8% 27,600 $1.3M
BNP Paribas Financial Markets 0.00% Add +31.4% 23,636 $1.1M
Captrust Financial Advisors 0.00% Add +0.7% 23,294 $1.1M
Citadel Advisors 0.00% Add +130.7% 23,139 $1.1M
LBMC Investment Advisors, LLC 0.06% No change 23,048 $1.1M
HSBC Holdings PLC 0.00% Add +2.1% 22,681 $1.1M
Bailard, Inc. 0.02% Add +2.8% 21,800 $1.0M
Pinnacle Financial Partners, Inc. 0.01% No change 21,763 $1.0M
FMR LLC 0.00% Add +258.9% 20,891 $980K
LeConte Wealth Management, LLC 0.52% Add +0.1% 20,341 $954K
Principal Financial Group Inc. 0.00% Add +6.8% 19,355 $908K
Rhumbline Advisers 0.00% Add +5.1% 19,269 $904K
Invesco Ltd. 0.00% Reduce -21.1% 18,501 $868K
Equitable Trust Co. 0.03% Add +52.8% 17,535 $823K
NewEdge Advisors, LLC 0.00% Reduce -41.8% 17,140 $804K
Silver Oak Securities, Incorporated 0.05% No change 16,018 $752K
Barclays PLC 0.00% Reduce -6.2% 15,637 $734K
SG Americas Securities, LLC 0.00% Add +12.4% 15,490 $727K
Man Group plc 0.00% Add +13.9% 15,454 $725K
Squarepoint Ops LLC 0.00% Add +106.6% 15,439 $724K
STRS Ohio 0.00% Reduce -2.5% 15,400 $723K
Deutsche Bank AG 0.00% Add +35.8% 15,264 $716K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -0.1% 14,565 $683K
Inspire Investing, LLC 0.03% Add +10.9% 14,486 $680K
Truist Financial Corp. 0.00% Add +0.2% 14,394 $675K
Citigroup Inc. 0.00% Add +38.9% 14,309 $671K
State of Wisconsin Investment Board 0.00% Add +19.3% 13,918 $653K
Occudo Quantitative Strategies LP 0.03% Add +57.3% 13,457 $631K
Wells Fargo & Company 0.00% Add +132.2% 13,305 $624K
Geneos Wealth Management Inc. 0.01% No change 13,098 $615K
T. Rowe Price Associates Inc. 0.00% Add +12.9% 12,752 $599K
Agp Franklin, LLC 0.25% Add +5.5% 12,355 $580K
Canada Pension Plan Investment Board 0.00% No change 12,200 $572K
Evergreen Advisors, LLC 0.12% Add +0.2% 11,862 $557K
Kennedy Capital Management LLC 0.01% Reduce -52.1% 11,363 $533K
Brooks, Moore & Associates, Inc. 0.24% No change 11,351 $533K
XTX Topco Ltd 0.01% New 11,147 $523K
UBS Group AG 0.00% Reduce -15.3% 10,869 $510K
MetLife Investment Management, LLC 0.00% No change 9,359 $439K
HRT Financial LP 0.00% Reduce -42.8% 9,317 $437K
Y-Intercept (Hong Kong) Ltd 0.01% Reduce -54.5% 9,226 $433K
Qube Research & Technologies Ltd 0.00% Reduce -92.1% 9,031 $424K
Aptus Capital Advisors, LLC 0.00% Add +18.6% 9,029 $424K
Hillsdale Investment Management Inc. 0.01% Add +0.1% 8,840 $415K

"% of holder's portfolio" is SMBK's weight in each manager's 13F, not the share of Smartfinancial Inc. the manager owns.

Show all 184 holders