SmartFinancial, Inc.
US ˙ NYSE ˙ US83190L2088

SecuritySMBK / SmartFinancial, Inc.
InstitutionTruist Financial Corp
Latest Disclosed Ownership14,368 shares
Latest Disclosed Value $ 561,500
Truist Financial Corp reports 0.17% increase in ownership of SMBK / SmartFinancial, Inc.

On April 27, 2026 - Truist Financial Corp filed a 13F-HR form disclosing ownership of 14,368 shares of SmartFinancial, Inc. (US:SMBK) valued at $561,501 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 14,344 shares of SmartFinancial, Inc.. This represents a change in shares of 0.17% during the quarter. The current value of the position is $607,335 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-27 2026-03-31 13F SMARTFINANCIAL COM NEW 83190L208 14,368 24 0.17 562 5.85 0.0004
2026-02-02 2025-12-31 13F SMARTFINANCIAL COM NEW 83190L208 14,344 -4,997 -25.84 531 -23.30 0.0007
2025-11-03 2025-09-30 13F SMARTFINANCIAL COM NEW 83190L208 19,341 37 0.19 691 5.98 0.0009
2025-07-18 2025-06-30 13F SMARTFINANCIAL COM NEW 83190L208 19,304 76 0.40 652 9.21 0.0010
2025-04-29 2025-03-31 13F SMARTFINANCIAL COM NEW 83190L208 19,228 37 0.19 598 0.51 0.0010
2025-01-31 2024-12-31 13F SMARTFINANCIAL COM NEW 83190L208 19,191 37 0.19 595 6.45 0.0009
2024-11-13 2024-09-30 13F SMARTFINANCIAL COM NEW 83190L208 19,154 -1,439 -6.99 558 14.58 0.0009
2024-08-21 2024-06-30 13F SMARTFINANCIAL COM NEW 83190L208 20,593 58 0.28 487 12.73 0.0007
2024-05-13 2024-03-31 13F SMARTFINANCIAL COM NEW 83190L208 20,535 59 0.29 433 -13.77 0.0007
2024-02-02 2023-12-31 13F SMARTFINANCIAL COM NEW 83190L208 20,476 62 0.30 501 14.91 0.0008
2023-11-14 2023-09-30 13F SMARTFINANCIAL COM NEW 83190L208 20,414 57 0.28 436 -0.23 0.0007
2023-08-01 2023-06-30 13F SMARTFINANCIAL COM NEW 83190L208 20,357 61 0.30 438 -6.82 0.0007
2023-05-05 2023-03-31 13F SMARTFINANCIAL COM NEW 83190L208 20,296 49 0.24 470 -15.65 0.0008
2023-02-17 2022-12-31 13F SMARTFINANCIAL COM NEW 83190L208 20,247 38 0.19 557 11.42 0.0010
2022-10-26 2022-09-30 13F SMARTFINANCIAL COM NEW 83190L208 20,209 44 0.22 499 2.25 0.0010
2022-07-22 2022-06-30 13F SMARTFINANCIAL COM NEW 83190L208 20,165 44 0.22 488 -5.24 0.0009
2022-04-22 2022-03-31 13F SMARTFINANCIAL COM NEW 83190L208 20,121 -3,042 -13.13 515 -18.77 0.0008
2022-02-14 2021-12-31 13F SMARTFINANCIAL COM NEW 83190L208 23,163 36 0.16 634 6.02 0.0010
2021-11-05 2021-09-30 13F SMARTFINANCIAL COM NEW 83190L208 23,127 39 0.17 598 7.75 0.0010
2021-08-16 2021-06-30 13F SMARTFINANCIAL COM NEW 83190L208 23,088 42 0.18 555 11.22 0.0009
2021-05-17 2021-03-31 13F SMARTFINANCIAL COM NEW 83190L208 23,046 46 0.20 499 19.66 0.0009
2021-11-19 2020-12-31 13F/A-1 SMARTFINANCIAL COM NEW 83190L208 23,000 47 0.20 417 33.65 0.0008
2021-02-18 2020-12-31 13F SMARTFINANCIAL COM NEW 83190L208 24,175 1,222 438 0.0008
2021-11-05 2020-09-30 13F/A-1 SMARTFINANCIAL COM NEW 83190L208 22,953 -43 -0.19 312 -16.13 0.0007
2020-11-13 2020-09-30 13F SMARTFINANCIAL COM NEW 83190L208 22,953 -43 312 0.0007
2021-11-16 2020-06-30 13F/A-1 SMARTFINANCIAL COM NEW 83190L208 22,996 53 0.23 372 6.59 0.0008
2020-08-14 2020-06-30 13F SMARTFINANCIAL COM NEW 83190L208 22,996 53 372 0.0008
2021-11-05 2020-03-31 13F/A-1 SMARTFINANCIAL COM NEW 83190L208 22,943 38 0.17 349 -35.49 0.0009
2020-05-15 2020-03-31 13F SMARTFINANCIAL COM NEW 83190L208 22,943 38 349 0.0009
2021-11-16 2019-12-31 13F/A-1 SMARTFINANCIAL COM NEW 83190L208 22,905 22,905 541 0.0011
2020-02-14 2019-12-31 13F SMARTFINANCIAL COM NEW 83190L208 22,905 541 0.0011
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.