SmartfinancialSMBK

13F holders, Q1 2026 (March 31)
175holders +9
20new positions
11sold out
7famous investors
$39.05avg. 13F price*

At the end of Q1 2026, 175 institutions reported holding Smartfinancial Inc. (SMBK) in their 13F filings, up 9 from Q4 2025. 20 opened new positions and 11 sold out. The largest holders were BlackRock, Inc. ($50.2M), Dimensional Fund Advisors LP ($32.7M) and Vanguard Capital Management LLC ($26.6M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management'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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions20$12.4M
Exits11$4.2M

All 13F filers, Q4 2025 → Q1 2026: 867,657 shares bought and 595,086 shares sold, net +272,571 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 175 holders

BlackRock, Inc. 0.00% Add +1.6% 1,284,557 $50.2M
Dimensional Fund Advisors LP 0.01% Reduce -0.3% 836,388 $32.7M
Vanguard Capital Management LLC 0.00% — 680,417 $26.6M
Wellington Management Group LLP 0.00% Reduce -7.3% 675,347 $26.4M
State Street Corp. 0.00% Add +33.6% 440,532 $17.2M
Private Capital Management, LLC 1.71% Reduce -10.0% 428,147 $16.7M
American Century Companies Inc. 0.01% Add +18.9% 371,813 $14.5M
Geode Capital Management, LLC 0.00% Add +5.1% 355,361 $13.9M
Acadian Asset Management LLC 0.02% Add +14.6% 284,179 $11.1M
First Eagle Investment Management, LLC 0.01% Add +47.2% 224,039 $8.8M
Cravens & Co Advisors, LLC 5.60% No change 220,430 $8.6M
Salzhauer Michael 3.92% Reduce -5.9% 212,670 $8.3M
CSM Advisors, LLC 0.16% Reduce -0.6% 171,175 $6.7M
Morgan Stanley 0.00% Add +1.1% 170,955 $6.7M
Two Sigma Investments, LP 0.01% Add +36.3% 169,884 $6.6M
Basswood Capital Management, L.L.C. 0.34% New 169,740 $6.6M
Renaissance Technologies 0.01% Reduce -14.6% 152,274 $6.0M
Banc Funds Co. LLC 1.09% Reduce -25.2% 150,087 $5.9M
Stieven Capital Advisors, L.P. 1.23% Reduce -0.3% 147,234 $5.8M
Northern Trust Corp. 0.00% Add +5.6% 144,546 $5.6M
Alliancebernstein L.P. 0.00% Reduce -2.0% 150,854 $5.6M
Bridgeway Capital Management, LLC 0.11% Reduce -4.3% 137,242 $5.4M
North Reef Capital Management LP 0.18% Add +1.6% 137,088 $5.4M
Goldman Sachs Group Inc. 0.00% Reduce -20.4% 129,873 $5.1M
Deprince Race & Zollo Inc. 0.09% Reduce -3.3% 127,724 $5.0M
Charles Schwab Investment Management Inc. 0.00% Add +0.3% 121,655 $4.8M
Qube Research & Technologies Ltd 0.01% Add +10.0% 113,748 $4.4M
Vanguard Portfolio Management LLC 0.00% — 112,174 $4.4M
Russell Investments Group, Ltd. 0.00% Add +2.5% 102,844 $4.0M
Nuveen, LLC 0.00% Reduce -22.5% 96,934 $3.8M
Vanguard Fiduciary Trust Co. 0.00% — 94,534 $3.7M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -4.7% 93,597 $3.7M
JPMorgan Chase & Co. 0.00% Add +1.2% 94,417 $3.7M
Millennium Management 0.00% Add +11.1% 92,672 $3.6M
Zacks Investment Management 0.03% Add +8.2% 84,989 $3.3M
Empowered Funds, LLC 0.02% Reduce -7.2% 80,742 $3.2M
Bank of New York Mellon Corp 0.00% Add +14.9% 80,719 $3.2M
Panagora Asset Management Inc. 0.01% Add +1.0% 64,053 $2.5M
Elizabeth Park Capital Advisors, Ltd. 1.93% Reduce -13.3% 64,042 $2.5M
Martingale Asset Management L P 0.05% Add +22.5% 53,769 $2.1M
Arrowstreet Capital, Limited Partnership 0.00% No change 50,381 $2.0M
AQR Capital Management 0.00% Add +5.8% 49,889 $1.9M
Stifel Financial Corp. 0.00% Add +0.1% 49,609 $1.9M
Bank of America Corp. 0.00% Add +147.6% 47,443 $1.9M
Raymond James Financial Inc. 0.00% Add +282.6% 47,285 $1.8M
First Trust Advisors LP 0.00% Add +0.6% 46,590 $1.8M
Regions Financial Corp. 0.01% No change 46,139 $1.8M
Tudor Investment Corporation 0.01% Reduce -0.8% 45,701 $1.8M
D. E. Shaw & Co. 0.00% Reduce -14.4% 42,552 $1.7M
Los Angeles Capital Management LLC 0.01% Add +5.7% 42,069 $1.6M
Patriot Investment Management Group, Inc. 0.09% No change 34,938 $1.4M
Franklin Resources Inc. 0.00% Add +92.8% 31,368 $1.2M
NewEdge Advisors, LLC 0.00% Add +10.4% 29,429 $1.2M
SlateStone Wealth, LLC 0.09% No change 29,302 $1.1M
Caldwell Sutter Capital, Inc. 0.45% No change 28,431 $1.1M
Victory Capital Management Inc. 0.00% No change 26,850 $1.0M
Creative Planning 0.00% Add +8.2% 25,662 $1.0M
Kennedy Capital Management LLC 0.02% No change 23,711 $927K
Invesco Ltd. 0.00% Reduce -4.2% 23,437 $916K
Trexquant Investment LP 0.01% New 23,196 $907K
Captrust Financial Advisors 0.00% Reduce -19.5% 23,137 $904K
LBMC Investment Advisors, LLC 0.05% No change 23,048 $901K
HSBC Holdings PLC 0.00% Reduce -0.5% 22,209 $864K
Pinnacle Financial Partners, Inc. 0.01% No change 21,763 $850K
Bailard, Inc. 0.02% No change 21,200 $828K
Quantinno Capital Management LP 0.00% Add +90.3% 20,794 $813K
LeConte Wealth Management, LLC 0.51% No change 20,322 $794K
Y-Intercept (Hong Kong) Ltd 0.01% New 20,275 $792K
Rather & Kittrell, Inc. 0.12% No change 19,232 $752K
Rhumbline Advisers 0.00% Reduce -0.8% 18,328 $716K
Principal Financial Group Inc. 0.00% New 18,124 $708K
BNP Paribas Financial Markets 0.00% Add +3.0% 17,990 $703K
Barclays PLC 0.00% Reduce -51.5% 16,664 $651K
HRT Financial LP 0.00% Reduce -16.7% 16,301 $637K
Silver Oak Securities, Incorporated 0.05% No change 16,018 $626K
STRS Ohio 0.00% No change 15,800 $617K
Cambridge Investment Research Advisors, Inc. 0.00% Add +0.1% 14,578 $570K
Truist Financial Corp. 0.00% Add +0.2% 14,368 $562K
SG Americas Securities, LLC 0.00% Reduce -60.2% 13,785 $539K
Man Group plc 0.00% New 13,567 $530K
Geneos Wealth Management Inc. 0.01% No change 13,098 $512K
Inspire Investing, LLC 0.03% Add +3.1% 13,061 $510K
UBS Group AG 0.00% Reduce -14.4% 12,838 $502K
Canada Pension Plan Investment Board 0.00% No change 12,200 $477K
Evergreen Advisors, LLC 0.11% Add +0.2% 11,836 $463K
Agp Franklin, LLC 0.23% New 11,706 $457K
State of Wisconsin Investment Board 0.00% Add +23.1% 11,670 $456K
Equitable Trust Co. 0.02% Add +2.2% 11,475 $448K
Brooks, Moore & Associates, Inc. 0.22% No change 11,351 $444K
T. Rowe Price Associates Inc. 0.00% Add +30.2% 11,297 $442K
Deutsche Bank AG 0.00% Add +17.8% 11,239 $439K
Point72 Asset Management 0.00% Reduce -33.1% 10,766 $421K
Citigroup Inc. 0.00% Add +262.1% 10,305 $403K
Citadel Advisors 0.00% Reduce -82.1% 10,030 $392K
Susquehanna Portfolio Strategies, LLC 0.01% No change 9,545 $373K
MetLife Investment Management, LLC 0.00% Add +8.7% 9,359 $366K
Occudo Quantitative Strategies LP 0.02% Reduce -2.9% 8,553 $359K
Hillsdale Investment Management Inc. 0.01% Add +3739.1% 8,830 $345K
Susquehanna International Group, LLP 0.00% New 8,830 $345K
Rafferty Asset Management, LLC 0.00% New 8,414 $329K

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

Show all 175 holders