Position in SMBK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,302,423
+$981,054 QoQ
Shares Held
91,697
+7.9% QoQ
Ownership
0.536%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#29
of 183 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMBK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026ZACKS INVESTMENT MANAGEMENT holds $448,809,983 across 34 Banks - Regional names. SMBK ranks #13 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
400,742 | $98,670,695 | |
| 2 | FITB |
Fifth Third Bancorp
|
1,619,229 | $91,275,938 | |
| 3 | USB |
US Bancorp De
|
1,456,112 | $87,949,164 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
751,065 | $52,627,124 | |
| 5 | TFC |
Truist Financial Corp
|
655,585 | $32,661,244 | |
| 6 | WTFC |
Wintrust Financial Corp
|
112,039 | $18,006,908 | |
| 7 | EWBC |
East West Bancorp Inc
|
58,874 | $7,600,044 | |
| 8 | TCBI |
Texas Capital Bancshares Inc/Tx
|
54,603 | $5,638,305 |
All Filings in SMBK
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,302,423 | 91,697 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $3,321,369 | 84,989 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,906,489 | 78,575 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,750,852 | 76,990 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,146,786 | 63,552 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||