Smartfinancial Inc. 13F holders
185 funds reported a position in Smartfinancial Inc. in their 13F for the quarter ended 30 June 2026, together 11.5 million shares worth $536.5 million. Against the quarter before, 21 opened a position, 83 added, 38 trimmed and 14 sold out; together they bought a net 191,990 shares. The largest holders: BlackRock, Inc., Dimensional Fund Advisors LP and Vanguard Capital Management LLC.
Funds holding185+9 on Q1 2026
Shares they held11.5Mworth $536.5 million
Net bought on the quarter191,990 sharesabout $9.0 million at the funds' values
Funds buying to selling104 to 52opened or added, to cut or sold
Opened 21Added 83Held 43Trimmed 38Sold out 14
What each fund did in SMBK against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in SMBK in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,241 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 40 reported a position in Smartfinancial Inc.: 5 opened one, 8 added, 7 trimmed and 1 sold out, a net 47,432 shares sold.
| Fund | Change in shares | Shares now | Status | Filing |
|---|---|---|---|---|
| Salzhauer Michael | -70,118 | 140,895 | trimmed | 13F |
| Deprince Race & Zollo Inc. | -22,574 | 42,128 | trimmed | 13F |
| Rosenthal | Henry Capital Advisors, Inc. | +21,250 | 21,250 | new | 13F |
| SummerHaven Investment Management, LLC | +19,671 | 19,671 | new | 13F |
| Sage Investment Counsel LLC | +4,150 | 4,150 | new | 13F |
| Y-Intercept (Hong Kong) Ltd | +3,005 | 12,231 | added | 13F |
| Bailard, Inc. | -2,802 | 18,998 | trimmed | 13F |
| Inspire Investing, LLC | -1,512 | 12,974 | trimmed | 13F |
| Equitable Trust Co. | -1,140 | 16,395 | trimmed | 13F |
| Fortitude Family Office, LLC | +836 | 863 | added | 13F |
| Farther Finance Advisors, LLC | +797 | 855 | added | 13F |
| Exchange Traded Concepts, LLC | +655 | 655 | new | 13F |
| Cullen/Frost Bankers, Inc. | +168 | 939 | added | 13F |
| Sterling Capital Management LLC | +73 | 340 | added | 13F |
| SJS Investment Consulting Inc. | +70 | 71 | added | 13F |
| Clark Wealth Partners | +60 | 60 | new | 13F |
| Evergreen Advisors, LLC | +20 | 11,882 | added | 13F |
| Harbor Capital Advisors, Inc. | -19 | 244 | trimmed | 13F |
| Signaturefd, LLC | +4 | 2,000 | added | 13F |
| MassMutual Private Wealth & Trust, FSB | -3 | 92 | trimmed | 13F |
| Chilton Capital Management LLC | -28 | 0 | sold out | 13F |
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 6 reported a position in Smartfinancial Inc. in a 13F for the quarter ended 30 June 2026. The largest: Geode Capital Management, 381,419 shares worth $17.9 million, 0.0% of its reported book. Sold out: Point72 Asset Management. In the quarter, 4 funds added or opened a position and 3 trimmed or sold out; together they bought a net 34,130 shares, about $1.6 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| Geode Capital Management | 381,419 | $17.9 million | 0.0% | +26,058 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 188,433 | $8.8 million | 0.0% | +18,549 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 147,181 | $6.9 million | 0.0% | -5,093 | trimmed | 30 June 2026 | 13F |
| Millennium Management | 69,875 | $3.3 million | 0.0% | -22,797 | trimmed | 30 June 2026 | 13F |
| Citadel Advisors | 23,139 | $1.1 million | 0.0% | +13,109 | added | 30 June 2026 | 13F |
| FMR LLC | 20,891 | $980,218 | 0.0% | +15,070 | added | 30 June 2026 | 13F |
| Point72 Asset Management | 0 | $0 | 0.0% | -10,766 | exited | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 1,468,195 | 12.81% | $68.9 million | 0.00% | +183,638 | 13F |
| Dimensional Fund Advisors LP | 836,086 | 7.30% | $39.2 million | 0.01% | -302 | 13F |
| Vanguard Capital Management LLC | 679,819 | 5.93% | $31.9 million | 0.00% | -598 | 13F |
| First Eagle Investment Management, LLC | 638,678 | 5.57% | $30.0 million | 0.03% | 13F | |
| Wellington Management Group LLP | 594,386 | 5.19% | $27.9 million | 0.01% | -80,961 | 13F |
| State Street Corp. | 457,060 | 3.99% | $21.4 million | 0.00% | +16,528 | 13F |
| American Century Companies Inc. | 448,667 | 3.92% | $21.1 million | 0.01% | +76,854 | 13F |
| Private Capital Management, LLC | 432,512 | 3.77% | $20.3 million | 1.84% | +4,365 | 13F |
| Geode Capital Management, LLC | 381,419 | 3.33% | $17.9 million | 0.00% | +26,058 | 13F |
| Acadian Asset Management LLC | 346,492 | 3.02% | $16.2 million | 0.02% | +62,313 | 13F |
| Cravens & Co Advisors, LLC | 220,400 | 1.92% | $10.3 million | 6.94% | -30 | 13F |
| Salzhauer Michael | 211,013 | 1.84% | $9.9 million | 3.64% | -1,657 | 13F |
| Two Sigma Investments, LP | 188,433 | 1.64% | $8.8 million | 0.01% | +18,549 | 13F |
| CSM Advisors, LLC | 184,035 | 1.61% | $8.6 million | 0.18% | +12,860 | 13F |
| Morgan Stanley | 182,854 | 1.60% | $8.6 million | 0.00% | +11,899 | 13F |
| Basswood Capital Management, L.l.c. | 180,329 | 1.57% | $8.5 million | 0.36% | +10,589 | 13F |
| Northern Trust Corp. | 152,895 | 1.33% | $7.2 million | 0.00% | +8,349 | 13F |
| Stieven Capital Advisors, L.P. | 147,534 | 1.29% | $6.9 million | 1.32% | +300 | 13F |
| Renaissance Technologies LLC | 147,181 | 1.28% | $6.9 million | 0.01% | -5,093 | 13F |
| Bridgeway Capital Management, LLC | 143,495 | 1.25% | $6.7 million | 0.12% | +6,253 | 13F |
| North Reef Capital Management LP | 137,089 | 1.20% | $6.4 million | 0.25% | +1 | 13F |
| Vanguard Portfolio Management LLC | 130,914 | 1.14% | $6.1 million | 0.00% | +18,740 | 13F |
| AllianceBernstein L.P. | 151,894 | 1.33% | $5.9 million | 0.00% | +1,040 | 13F |
| Charles Schwab Investment Management Inc. | 123,934 | 1.08% | $5.8 million | 0.00% | +2,279 | 13F |
| Nuveen, LLC | 112,734 | 0.98% | $5.3 million | 0.00% | +15,800 | 13F |
| Vanguard Fiduciary Trust Co. | 99,332 | 0.87% | $4.7 million | 0.00% | +4,798 | 13F |
| Banc Funds Co. LLC | 97,626 | 0.85% | $4.6 million | 0.76% | -52,461 | 13F |
| JPMorgan Chase & Co. | 94,236 | 0.82% | $4.4 million | 0.00% | -181 | 13F |
| Zacks Investment Management | 91,697 | 0.80% | $4.3 million | 0.03% | +6,708 | 13F |
| Empowered Funds, LLC | 86,995 | 0.76% | $4.1 million | 0.02% | +6,253 | 13F |
| Connor, Clark & Lunn Investment Management Ltd. | 86,330 | 0.75% | $4.1 million | 0.01% | -7,267 | 13F |
| Goldman Sachs Group Inc. | 80,568 | 0.70% | $3.8 million | 0.00% | -49,305 | 13F |
| Bank of New York Mellon Corp | 79,830 | 0.70% | $3.7 million | 0.00% | -889 | 13F |
| Russell Investments Group, Ltd. | 78,646 | 0.69% | $3.7 million | 0.00% | -24,198 | 13F |
| Millennium Management LLC | 69,875 | 0.61% | $3.3 million | 0.00% | -22,797 | 13F |
| Panagora Asset Management Inc. | 65,649 | 0.57% | $3.1 million | 0.01% | +1,596 | 13F |
| Martingale Asset Management L P | 65,317 | 0.57% | $3.1 million | 0.07% | +11,548 | 13F |
| Deprince Race & Zollo Inc. | 64,702 | 0.56% | $3.0 million | 0.05% | -63,022 | 13F |
| Arrowstreet Capital, Limited Partnership | 63,767 | 0.56% | $3.0 million | 0.00% | +13,386 | 13F |
| AQR Capital Management LLC | 63,265 | 0.55% | $3.0 million | 0.00% | +13,376 | 13F |
| Trexquant Investment LP | 62,217 | 0.54% | $2.9 million | 0.02% | +39,021 | 13F |
| Elizabeth Park Capital Advisors, Ltd. | 59,042 | 0.52% | $2.8 million | 1.91% | -5,000 | 13F |
| First Trust Advisors LP | 48,823 | 0.43% | $2.3 million | 0.00% | +2,233 | 13F |
| Raymond James Financial Inc. | 47,337 | 0.41% | $2.2 million | 0.00% | +52 | 13F |
| Stifel Financial Corp. | 46,209 | 0.40% | $2.2 million | 0.00% | -3,400 | 13F |
| Regions Financial Corp. | 46,139 | 0.40% | $2.2 million | 0.01% | no change | 13F |
| Bank of America Corp. | 46,121 | 0.40% | $2.2 million | 0.00% | -1,322 | 13F |
| Los Angeles Capital Management LLC | 43,844 | 0.38% | $2.1 million | 0.01% | +1,775 | 13F |
| Rather & Kittrell, Inc. | 40,631 | 0.35% | $1.9 million | 0.27% | +21,399 | 13F |
| D. E. Shaw & Co., Inc. | 36,712 | 0.32% | $1.7 million | 0.00% | -5,840 | 13F |
The 50 largest of the 185 funds that reported a position in SMBK in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 27 April 2026 | 13G/A | BlackRock, Inc. and 1 other | 1.0 million | 6.0% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 14 January 2026 | 13G/A | Lehman Kenneth R and 1 other | 684,776 | 4.2% | 31 December 2025 | passive, under 20% (13d-1(c)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 22 September 2026 | 3 | $51.54 | SEC |
| 14 September 2026 | 2,298 | $52.24 | SEC |
| 11 September 2026 | 2,058 | $51.55 | SEC |
| 10 September 2026 | 2,058 | $50.87 | SEC |
| 9 September 2026 | 2,058 | $51.25 | SEC |
| 8 September 2026 | 2,058 | $51.87 | SEC |
| 24 August 2026 | 2 | $51.04 | SEC |
| 20 August 2026 | 1,210 | $50.65 | SEC |
| 19 August 2026 | 7 | $51.91 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.