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SmartFinancial, Inc. (SMBK) institutional ownership

Latest close $52.40 Jul 31, 2026
Market cap$566M 52-week range SectorFinancial Services
Funds holding · Q1 2026
131
reported SMBK position changes
Top owners · Q2 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
73 buyers · 58 sellers

SmartFinancial, Inc. (SMBK) price and institutional activity

Dates

Q1 2026

$0 bought by 73 investors
Basswood Capital Management, L.L.C.State Street +71 more
$0 sold by 58 investors
Two Sigma Advisers, LPAlgebris (uk) Ltd +56 more
Bought Sold Totals per quarter; hover a bar for the names.

SmartFinancial, Inc. (SMBK) institutional activity · 131

Investor Type Est. change Change Δ Own Date
Basswood Capital Management, L.L.C. · New
Change +170K Date Q1 2026
Basswood Capital Management, L.L.C. New· Q1 2026 +170K Q1 2026
State Street · Added
Change +111K Date Q1 2026
State Street Added· Q1 2026 +111K Q1 2026
First Eagle Investment Management, LLC · Added
Change +72K Δ Own +47.2% Date Q1 2026
First Eagle Investment Management, LLC Added· Q1 2026 +72K +47.2% Q1 2026
Two Sigma Advisers, LP · Exited
Change −62K Δ Own −100.0% Date Q1 2026
Two Sigma Advisers, LP Exited· Q1 2026 −62K −100.0% Q1 2026
American Century Companies Inc · Added
Change +59K Date Q1 2026
American Century Companies Inc Added· Q1 2026 +59K Q1 2026
Algebris (uk) Ltd · Exited
Change −58K Δ Own −100.0% Date Q1 2026
Algebris (uk) Ltd Exited· Q1 2026 −58K −100.0% Q1 2026
Jane Street Group, LLC · Reduced
Change −54K Date Q1 2026
Jane Street Group, LLC Reduced· Q1 2026 −54K Q1 2026
Wellington Management Group LLP · Reduced
Change −53K Δ Own −7.3% Date Q1 2026
Wellington Management Group LLP Reduced· Q1 2026 −53K −7.3% Q1 2026
Banc Funds Co LLC · Reduced
Change −50K Date Q1 2026
Banc Funds Co LLC Reduced· Q1 2026 −50K Q1 2026
Private Capital Management, LLC · Reduced
Change −47K Date Q1 2026
Private Capital Management, LLC Reduced· Q1 2026 −47K Q1 2026
Citadel Advisors LLC Reduced· Q1 2026 −46K −82.1% Q1 2026
Two Sigma Investments, LP · Added
Change +45K Δ Own +36.3% Date Q1 2026
Two Sigma Investments, LP Added· Q1 2026 +45K +36.3% Q1 2026
Vanguard · Added
Change +42K Date Q1 2026
Vanguard Added· Q1 2026 +42K Q1 2026
Acadian Asset Management LLC · Added
Change +36K Date Q1 2026
Acadian Asset Management LLC Added· Q1 2026 +36K Q1 2026
Raymond James Financial Inc · Added
Change +35K Date Q1 2026
Raymond James Financial Inc Added· Q1 2026 +35K Q1 2026
Data through Q1 2026 · filed Jun 3, 2026
15 of 131

Famous investor activity in SmartFinancial, Inc. (SMBK)

SmartFinancial, Inc. (SMBK) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Jordan Rhett D. · Officer Sell −$18K
Price $45.00 Qty −400 Owned 12K Trade date Jun 12, 2026 Filed date Jun 12, 2026
Jordan Rhett D. Officer Sell $45.00 −400 −$18K 12K Jun 12, 2026 Jun 12, 2026
Barrett Victor Lynn · Director Buy +$131K
Price $43.78 Qty +3K Owned 152K Trade date Jun 10, 2026 Filed date Jun 10, 2026
Barrett Victor Lynn Director Buy $43.78 +3K +$131K 152K Jun 10, 2026 Jun 10, 2026
Ackermann Cathy G. · Director Buy +$126K
Price $42.12 Qty +3K Owned 20K Trade date Jun 4, 2026 Filed date Jun 4, 2026
Ackermann Cathy G. Director Buy $42.12 +3K +$126K 20K Jun 4, 2026 Jun 4, 2026
Wolpert Geoffrey Alan · Director 2 operations 0
Owned 34K Trade date May 19, 2026 Filed date May 20, 2026
Wolpert Geoffrey Alan Director 2 operations 0 34K May 19, 2026 May 20, 2026
Wolpert Geoffrey Alan · Director Gift (G) -25K
Owned 65K Trade date May 18, 2026 Filed date May 20, 2026
Wolpert Geoffrey Alan Director Gift (G) -25K 65K May 18, 2026 May 20, 2026
Shomaker Kelli D. · Director Buy +$12K
Price $41.30 Qty +290 Owned 2K Trade date May 4, 2026 Filed date May 4, 2026
Shomaker Kelli D. Director Buy $41.30 +290 +$12K 2K May 4, 2026 May 4, 2026
Wolpert Geoffrey Alan · Director 2 operations 0
Owned 90K Trade date May 1, 2026 Filed date May 20, 2026
Wolpert Geoffrey Alan Director 2 operations 0 90K May 1, 2026 May 20, 2026
Jordan Rhett D. · Officer Sell −$21K
Price $41.85 Qty −500 Owned 12K Trade date Apr 24, 2026 Filed date Apr 24, 2026
Jordan Rhett D. Officer Sell $41.85 −500 −$21K 12K Apr 24, 2026 Apr 24, 2026
Boyd Rebecca C. · Officer Grant (A) 2K
Owned 12K Trade date Mar 10, 2026 Filed date Mar 11, 2026
Boyd Rebecca C. Officer Grant (A) 2K 12K Mar 10, 2026 Mar 11, 2026
Schrodt Martin E. · Officer Grant (A) 2K
Owned 7K Trade date Mar 10, 2026 Filed date Mar 11, 2026
Schrodt Martin E. Officer Grant (A) 2K 7K Mar 10, 2026 Mar 11, 2026
Trumpp Jarrod M. · Officer Grant (A) 990
Owned 3K Trade date Mar 10, 2026 Filed date Mar 11, 2026
Trumpp Jarrod M. Officer Grant (A) 990 3K Mar 10, 2026 Mar 11, 2026
Cain Cynthia A. · Officer Grant (A) 2K
Owned 12K Trade date Mar 10, 2026 Filed date Mar 11, 2026
Cain Cynthia A. Officer Grant (A) 2K 12K Mar 10, 2026 Mar 11, 2026
Jordan Rhett D. · Officer Grant (A) 3K
Owned 13K Trade date Mar 10, 2026 Filed date Mar 11, 2026
Jordan Rhett D. Officer Grant (A) 3K 13K Mar 10, 2026 Mar 11, 2026
Gorczynski Ronald J. · Officer Grant (A) 4K
Owned 25K Trade date Mar 10, 2026 Filed date Mar 11, 2026
Gorczynski Ronald J. Officer Grant (A) 4K 25K Mar 10, 2026 Mar 11, 2026
Welborn Wesley Miller · Director, Officer Grant (A) 4K
Owned 100K Trade date Mar 10, 2026 Filed date Mar 11, 2026
Welborn Wesley Miller Director, Officer Grant (A) 4K 100K Mar 10, 2026 Mar 11, 2026
15 of 33
15 of 33 Sign in to continue to older insider transactions.

SmartFinancial, Inc. (SMBK) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Blackrock, Inc. 1.0M
% of shares outstanding 6.0% Filing date Apr 27, 2026
Blackrock, Inc. 1.0M 6.0% Apr 27, 2026
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SmartFinancial, Inc. (SMBK) ownership FAQ

Who owns SMBK?

131 reporting institutions disclosed SMBK position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.