Smartfinancial shares owned by Morgan Stanley
Quarter-by-quarter ownership of Smartfinancial (SMBK) shares owned by Morgan Stanley
from 13F filings
Historical chart of Morgan Stanley investment in Smartfinancial
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Quarterly reported holdings in Smartfinancial by Morgan Stanley
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $6.7M | 171k | 39.08 |
| 2025-12-31 | $6.3M | 169k | 36.99 |
| 2025-09-30 | $4.2M | 116k | 35.73 |
| 2025-06-30 | $4.2M | 123k | 33.78 |
| 2024-12-31 | $4.6M | 149k | 30.98 |
| 2024-09-30 | $3.0M | 104k | 29.14 |
| 2024-06-30 | $1.4M | 60k | 23.67 |
| 2024-03-31 | $1.4M | 67k | 21.07 |
| 2023-12-31 | $1.6M | 66k | 24.50 |
| 2023-09-30 | $694k | 33k | 21.37 |
| 2023-06-30 | $778k | 36k | 21.51 |
| 2022-12-31 | $585k | 21k | 27.50 |
| 2022-06-30 | $0 | 32k | 0.00 |
| 2022-03-31 | $828k | 33k | 25.47 |
| 2021-06-30 | $0 | 29k | 0.00 |
| 2020-12-31 | $696k | 38k | 18.16 |
| 2020-09-30 | $290k | 22k | 13.31 |
| 2020-06-30 | $363k | 22k | 16.17 |
| 2020-03-31 | $251k | 17k | 15.24 |
| 2019-12-31 | $837k | 35k | 23.64 |
| 2019-09-30 | $209k | 10k | 20.69 |
| 2019-03-31 | $279k | 15k | 18.90 |
| 2018-12-31 | $617k | 34k | 18.25 |
| 2018-09-30 | $1.1M | 48k | 23.54 |
| 2018-06-30 | $1.3M | 50k | 25.76 |
| 2018-03-31 | $600k | 26k | 23.56 |
| 2017-12-31 | $306k | 14k | 21.71 |
| 2017-03-31 | $68k | 3.1k | 22.00 |
| 2016-03-31 | $0 | 8 | 0.00 |
| 2015-12-31 | $259k | 16k | 16.11 |