SILVER OAK SECURITIES, INCORPORATED
Broker-DealerPosition in SMBK — Smartfinancial Inc.
CIK 1080576
JACKSON, TN
Position in SMBK
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$751,564
+$125,581 QoQ
Shares Held
16,018
0.0% QoQ
Ownership
0.094%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#71
of 184 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SMBK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SILVER OAK SECURITIES, INCORPORATED holds $6,257,147 across 11 Banks - Regional names. SMBK ranks #4 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WAL |
Western Alliance Bancorporation
|
15,115 | $1,242,453 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
16,396 | $1,148,867 | |
| 3 | TFC |
Truist Financial Corp
|
17,713 | $882,461 | |
| 4 | SMBK |
Smartfinancial Inc.
This page
|
16,018 | $751,564 | |
| 5 | SYBT |
Stock Yards Bancorp, Inc.
|
8,900 | $680,583 | |
| 6 | USB |
US Bancorp De
|
8,752 | $528,620 | |
| 7 | FITB |
Fifth Third Bancorp
|
7,029 | $396,224 | |
| 8 | RBCAA |
Republic Bancorp Inc /Ky/
|
3,486 | $315,238 |
All Filings in SMBK
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $751,564 | 16,018 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $625,983 | 16,018 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $592,505 | 16,018 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $572,323 | 16,018 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $541,088 | 16,018 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $497,839 | 16,018 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $496,237 | 16,018 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $466,764 | 16,018 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $379,146 | 16,018 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $337,499 | 16,018 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $392,280 | 16,018 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $350,468 | 16,400 | Shares | Sole | 2023-11-20 | |
| 2023-06-30 | $367,089 | 17,066 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $463,910 | 20,048 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $469,315 | 17,066 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $405,244 | 16,400 | Shares | Sole | 2023-10-23 | |
| 2022-06-30 | $412,314 | 17,066 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $468,779 | 18,326 | Shares | Sole | 2022-05-10 | |
| No filing history on record for this holder in this stock. | ||||||