SMARTFINANCIAL INC. — Institutional Ownership

Which tracked institutions hold SMBK, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.

27
Funds holding
$134404715
Total value held
Buying
19 added/new · 6 reduced
# Institution Value Shares Δ Shares Change (QoQ)
1 Blackrock, Inc. $68887723 1468195 +183638 +14.30%
2 State Street Corp $21445255 457060 +16528 +3.75%
3 Morgan Stanley $8579523 182854 +11899 +6.96%
4 Northern Trust Corp $7173833 152895 +8349 +5.78%
5 Jpmorgan Chase & Co $4442285 94236 -181 -0.19%
6 Goldman Sachs Group Inc $3780250 80568 -49305 -37.96%
7 Bank Of New York Mellon Corp $3745626 79830 -889 -1.10%
8 Raymond James Financial Inc $2221058 47337 +52 +0.11%
9 Stifel Financial Corp $2168126 46209 +46209 NEW BUY
10 Regions Financial Corp $2164842 46139 Held
11 Bank Of America Corp /De/ $2163997 46121 -1322 -2.79%
12 Franklin Resources Inc $1297150 27646 -3722 -11.87%
13 Pinnacle Financial Partners, Inc. $1021120 21763 Held
14 Principal Financial Group Inc $908136 19355 +1231 +6.79%
15 Invesco Ltd. $868067 18501 +18501 NEW BUY
16 Barclays Plc $733689 15637 -1027 -6.16%
17 Truist Financial Corp $675363 14394 +26 +0.18%
18 Citigroup Inc $671378 14309 +11463 +402.78%
19 Wells Fargo & Company/Mn $624271 13305 +7574 +132.16%
20 Ubs Group Ag $509973 10869 +10869 NEW BUY
21 Pnc Financial Services Group, Inc. $134895 2875 +167 +6.17%
22 Us Bancorp \De\ $89852 1915 +1907 +23837.50%
23 Cullen/Frost Bankers, Inc. $36155 771 +771 NEW BUY
24 Royal Bank Of Canada $34000 719 +583 +428.68%
25 Federated Hermes, Inc. $26791 571 +571 NEW BUY
26 Fifth Third Bancorp $1314 28 +28 NEW BUY
27 Amalgamated Financial Corp. $43 1674 +1674 NEW BUY

Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.