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SMBK Smart Money

SmartFinancial, Inc.
1W: -2.5% 1M: -1.8% 3M: -7.5% YTD: +34.0% 1Y: +37.5% 3Y: +142.9% 5Y: +98.7%
$48.81
-0.79 (-1.59%)
 
Weekly Expected Move ±3.1%
$46 $48 $49 $51 $52
NYSE · Financial Services · Banks - Regional · Tech Score Sell · Power 45 · $834.6M mcap · 15M float · 0.818% daily turnover · Short 55% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.

🏦 Institutional Activity

Latest: Q2 2026
198
Institutions Holding
+13 vs prior
60.8%
Ownership
+11.65%
26 New
85 Increased
55 Reduced
14 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-10-26 Jordan Rhett D. officer: evp & chief credit officer S-Sale 200 $49.80 $10K Filing
2026-10-23 Tucker Steven B. director S-Sale 3,500 $49.50 $173K Filing
2026-09-14 Jordan Rhett D. officer: evp & chief credit officer S-Sale 230 $52.05 $12K Filing
2026-08-04 Jordan Rhett D. officer: evp & chief credit officer S-Sale 430 $52.75 $23K Filing
2026-06-12 Jordan Rhett D. officer: evp & chief credit officer S-Sale 400 $45.00 $18K Filing
2026-06-10 Barrett Victor Lynn director P-Purchase 3,000 $43.78 $131K Filing
2026-06-04 Ackermann Cathy G director P-Purchase 3,000 $42.12 $126K Filing
2026-05-19 Wolpert Geoffrey Alan director G-Gift 31,118 $— $0 Filing
2026-05-18 Wolpert Geoffrey Alan director G-Gift 24,849 $— $0 Filing
2026-05-04 Shomaker Kelli D director P-Purchase 290 $41.30 $12K Filing
2026-05-01 Wolpert Geoffrey Alan director G-Gift 23,721 $— $0 Filing
2026-04-24 Jordan Rhett D. officer: evp & chief credit officer S-Sale 500 $41.85 $21K Filing
2026-02-09 Welborn Wesley Miller officer: chairman of the board P-Purchase 835 $43.13 $36K Filing
2026-01-29 Shomaker Kelli D director A-Grant/Award 808 $— $0 Filing
2026-01-29 Tucker Steven B. director A-Grant/Award 808 $— $0 Filing
2026-01-29 Wolpert Geoffrey Alan director A-Grant/Award 808 $— $0 Filing
2026-01-29 Whaley Keith Edward director A-Grant/Award 808 $— $0 Filing
2026-01-29 Ogle David Austin director A-Grant/Award 808 $— $0 Filing
2026-01-29 Barrett Victor Lynn director A-Grant/Award 808 $— $0 Filing
2026-01-29 Ackermann Cathy G director A-Grant/Award 808 $— $0 Filing
2026-01-27 Shomaker Kelli D director P-Purchase 255 $39.38 $10K Filing
2026-01-01 Boyd Rebecca C officer: cpo - chief people officer F-Tax Withholding 445 $36.99 $16K Filing
2026-01-01 Gorczynski Ronald J officer: evp & chief financial officer F-Tax Withholding 842 $36.99 $31K Filing
2026-01-01 Carroll William Young Jr. officer: president and ceo F-Tax Withholding 1,807 $36.99 $67K Filing
2026-01-01 Cain Cynthia A officer: cao - chief accounting officer F-Tax Withholding 445 $36.99 $16K Filing

🏛️ Congressional Trades

0 records
Date Politician Chamber Type Amount Filing
No congressional trades found

🏦 Top Institutional Holders

20 holders
Holder Shares Value Date Reported Filing
BlackRock, Inc. 1,468,195 $69M +183,638 2026-06-30 Filing
DIMENSIONAL FUND ADVISORS LP 836,086 $39M -302 2026-06-30 Filing
VANGUARD CAPITAL MANAGEMENT LLC 679,819 $32M -598 2026-06-30 Filing
WELLINGTON MANAGEMENT GROUP LLP 594,386 $28M -80,961 2026-06-30 Filing
STATE STREET CORP 457,060 $21M +16,528 2026-06-30 Filing
AMERICAN CENTURY COMPANIES INC 448,667 $21M +76,854 2026-06-30 Filing
Private Capital Management, LLC 432,512 $20M +4,365 2026-06-30 Filing
GEODE CAPITAL MANAGEMENT, LLC 381,419 $18M +26,058 2026-06-30 Filing
First Eagle Investment Management, LLC 319,339 $15M +95,300 2026-06-30 Filing
Cravens & Co Advisors, LLC 220,400 $10M -30 2026-06-30 Filing
SALZHAUER MICHAEL 211,013 $10M -1,657 2026-06-30 Filing
TWO SIGMA INVESTMENTS, LP 188,433 $9M +18,549 2026-06-30 Filing
CSM Advisors, LLC 184,035 $9M +12,860 2026-06-30 Filing
MORGAN STANLEY 182,854 $9M +11,899 2026-06-30 Filing
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 180,329 $8M +10,589 2026-06-30 Filing
NORTHERN TRUST CORP 152,895 $7M +8,349 2026-06-30 Filing
Stieven Capital Advisors, L.P. 147,534 $7M +300 2026-06-30 Filing
RENAISSANCE TECHNOLOGIES LLC 147,181 $7M -5,093 2026-06-30 Filing
BRIDGEWAY CAPITAL MANAGEMENT, LLC 143,495 $7M +6,253 2026-06-30 Filing
North Reef Capital Management LP 137,089 $6M +1 2026-06-30 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms