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SMBK — SMARTFINANCIAL INC

Reported value held$234.29M
Funds holding (latest)37
SectorFinancials
Funds holding (Q2 2026)31
Institutional value$200.73M · 4.29M sh
New / Add / Cut / Exit2 / 18 / 10 / 1
Top-5 / Top-10 concentration69.0% / 85.4%
Institutional holdings change Accumulating +8.4% (+331.05K sh)
Institutional value change Up +30.1%

As of Q2 2026, 31 SEC-registered investment managers reported holding SMBK (SMARTFINANCIAL INC) in their latest 13F filings, with a combined reported value of $200.73M across 4.29M shares. That is +8.4% by share count (+331.05K shares) versus the previous quarter, while reported value moved +30.1%. Ownership is concentrated: the five largest holders account for 69.0% of reported value and the top ten for 85.4%.

Compared with the prior quarter, 2 opened new positions, 18 added to existing stakes, 10 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

SMBK is classified in the Financials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

FundQuarterSharesValuePortfolio WeightChange
BlackRock Inc history Q2 2026 1.47M $68.89M 0.00% Add
Vanguard Group history Q4 2025 850.82K $31.47M 0.00% Hold
Wellington Management Group history Q2 2026 594.39K $27.89M 0.01% Reduce
Geode Capital Management history Q2 2026 381.42K $17.90M 0.00% Add
First Eagle Investment Management history Q2 2026 319.34K $14.98M 0.03% Add
Two Sigma Investments history Q2 2026 188.43K $8.84M 0.01% Add
Morgan Stanley history Q2 2026 182.85K $8.58M 0.00% Add
Northern Trust Corp history Q2 2026 152.90K $7.17M 0.00% Add
Renaissance Technologies history Q2 2026 147.18K $6.91M 0.01% Reduce
Charles Schwab Investment Management history Q2 2026 123.93K $5.81M 0.00% Add
JPMorgan Chase & Co history Q2 2026 94.24K $4.44M 0.00% New
Goldman Sachs Group history Q2 2026 80.57K $3.78M 0.00% Reduce
BNY Mellon history Q2 2026 79.83K $3.75M 0.00% Reduce
Millennium Management history Q2 2026 69.88K $3.28M 0.00% Reduce
Arrowstreet Capital history Q2 2026 63.77K $2.99M 0.00% Add
AQR Capital Management history Q2 2026 63.27K $2.97M 0.00% Add
Bank of America Corp history Q2 2026 46.12K $2.16M 0.00% Reduce
D. E. Shaw & Co history Q2 2026 36.71K $1.72M 0.00% Reduce
Franklin Resources history Q2 2026 27.65K $1.30M 0.00% Reduce
Marshall Wace history Q4 2025 30.79K $1.14M 0.00% Add

View all 37 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ3 2021Q4 2021Q1 2022Q2 2022Q3 2022Q4 2022Q1 2023Q2 2023Q3 2023Q4 2023Q1 2024Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
BlackRock Inc — — — — — — — — — — — — 1.39M 1.43M 1.42M 1.30M 1.26M 1.26M 1.28M 1.47M
Wellington Management Group 234.38K 170.66K 170.66K 168.20K 166.81K 196.40K 165.21K 110.15K 110.15K 110.15K 93.57K 201.41K 340.42K 437.79K 420.98K 582.70K 647.51K 728.15K 675.35K 594.39K
Geode Capital Management 241.63K 242.47K 248.35K 265.24K 266.85K 282.36K 290.10K 302.45K 309.70K 309.29K 321.62K 334.19K 335.50K 333.42K 340.31K 337.49K 339.98K 338.19K 355.36K 381.42K
First Eagle Investment Management — — — — — — — — — — — — — — — — 32.00K 152.17K 224.04K 319.34K
Two Sigma Investments 28.44K 26.42K 18.62K 14.73K 20.97K 31.77K 21.56K 26.75K 24.97K 26.09K 24.77K 15.35K 16.13K 30.94K 49.49K 69.52K 69.26K 124.66K 169.88K 188.43K
Morgan Stanley 32.60K 33.93K 32.50K 32.10K 32.54K 21.25K 25.00K 36.19K 32.49K 65.75K 67.29K 60.05K 103.54K 148.51K 149.37K 123.02K 116.29K 169.01K 170.96K 182.85K
Northern Trust Corp 150.83K 148.66K 143.62K 153.04K 152.75K 154.99K 127.90K 142.05K 143.81K 147.43K 145.60K 129.52K 130.28K 128.58K 127.66K 141.43K 143.33K 136.84K 144.55K 152.90K
Renaissance Technologies 241.17K 244.27K 235.87K 199.67K 165.07K 139.27K 139.37K 139.67K 138.87K 138.67K 138.77K 140.27K 139.27K 139.27K 159.27K 220.77K 172.87K 178.37K 152.27K 147.18K
Charles Schwab Investment Management 36.23K 36.23K 37.14K 40.30K 40.31K 40.93K 41.79K 42.45K 42.44K 42.47K 42.47K 43.90K 43.90K 44.45K 44.45K 42.81K 120.16K 121.29K 121.66K 123.93K
JPMorgan Chase & Co 75.10K 81.40K 68.49K 107.48K 163.73K 195.56K 139.13K 49.30K 41.56K 56.91K 66.75K 36.15K 32.76K 75.53K 90.06K 74.20K 65.93K 93.31K — 94.24K
Goldman Sachs Group 57.77K 56.51K 61.39K 56.85K 56.76K 63.90K 69.32K 73.02K 61.13K 59.23K 53.30K 57.31K 98.77K 117.33K 104.91K 73.80K 104.68K 163.24K 129.87K 80.57K
BNY Mellon 63.73K 62.98K 73.73K 79.09K 83.82K 87.12K 81.52K 70.80K 69.96K 95.76K 92.21K 96.02K 84.06K 77.75K 75.47K 74.25K 74.16K 70.25K 80.72K 79.83K
Millennium Management 8.61K — — — 17.64K 14.41K 18.12K — — — 30.59K 13.91K 15.79K 60.26K 69.41K 39.86K 38.36K 83.40K 92.67K 69.88K
Arrowstreet Capital — — — — — — — — — — — — 14.74K 40.28K 41.93K 46.56K 46.56K 50.38K 50.38K 63.77K
AQR Capital Management — — — — — — — — — — — — — 20.72K 51.97K 47.10K 48.67K 47.16K 49.89K 63.27K
Bank of America Corp 9.59K 14.78K 4.01K 2.63K 5.25K 11.50K 16.09K 13.47K 15.51K 18.92K 8.92K 11.68K 12.62K 17.82K 11.97K 17.05K 15.14K 19.16K 47.44K 46.12K
D. E. Shaw & Co — — — — — — — — — — — — — — — — 22.66K 49.73K 42.55K 36.71K
Franklin Resources — — — — — — — — — — — — — 9.90K 9.90K 9.90K 9.90K 16.27K 31.37K 27.65K
Citadel Advisors — 12.18K 11.37K 15.72K 26.00K 23.07K — 10.69K — 28.75K 48.76K — 7.21K 26.55K 39.40K 50.73K — 55.99K 10.03K 23.14K
Fidelity Management & Research (FMR) — — 42 49 142 191 710 97 87 128 356 1.08K 1.10K 1.11K 1.14K 1.17K 1.41K 4.64K 5.82K 20.89K

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