Position in SMBK
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$316,710
+$52,920 QoQ
Shares Held
6,750
0.0% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#107
of 183 holders
Holding Since
Sep 2025
4 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, 2026Yorktown Management & Research Co Inc holds $4,380,496 across 11 Banks - Regional names. SMBK ranks #8 (7.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYBT |
Stock Yards Bancorp, Inc.
|
8,100 | $619,407 | |
| 2 | WAL |
Western Alliance Bancorporation
|
7,200 | $591,840 | |
| 3 | AX |
Axos Financial, Inc.
|
6,000 | $584,340 | |
| 4 | CUBI |
Customers Bancorp, Inc.
|
4,850 | $383,635 | |
| 5 | ONB |
Old National Bancorp /In/
|
14,150 | $366,485 | |
| 6 | WAFD |
Wafd Inc
|
8,450 | $324,226 | |
| 7 | WBS |
Webster Financial Corp
|
4,150 | $317,143 | |
| 8 | SMBK |
Smartfinancial Inc.
This page
|
6,750 | $316,710 |
All Filings in SMBK
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $316,710 | 6,750 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $263,790 | 6,750 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $249,682 | 6,750 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $241,177 | 6,750 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||