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Equibles

CAPTRUST FINANCIAL ADVISORS

Position in SMBK — Smartfinancial Inc.

CIK 1512024 RALEIGH, NC
Back to SMBK Full portfolio

Position in SMBK

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$1,092,954
+$188,761 QoQ
Shares Held
23,294
+0.7% QoQ
Ownership
0.136%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#58
of 183 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority Sole 32% Shared 0% None 68%

Common Shares in SMBK Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

CAPTRUST FINANCIAL ADVISORS holds $619,782,126 across 129 Banks - Regional names. SMBK ranks #62 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 OZK
Bank OZK
 2,570,708 $133,908,179
2 PNC
Pnc Financial Services Group, Inc.
 323,224 $79,584,213
3 UMBF
Umb Financial Corp
 428,347 $61,150,817
4 TFC
Truist Financial Corp
 680,372 $33,896,133
5 FSBC
Five Star Bancorp
 467,107 $22,743,439
6 USB
US Bancorp De
 375,575 $22,684,730
7 NWG
NatWest Group plc
 1,013,954 $17,876,009
8 MTB
M&T Bank Corp
 68,944 $16,409,361

All Filings in SMBK

Export CSV
24 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,092,954 23,294
2026-03-31 $904,193 23,137
2025-12-31 $1,063,055 28,739
2025-09-30 $1,025,986 28,715
2025-06-30 $1,015,359 30,058
2025-03-31 $933,643 30,040
2024-12-31 $961,092 31,023
2024-09-30 $930,702 31,939
2024-06-30 $774,837 32,735
2024-03-31 $685,638 32,541
2023-12-31 $227,683 9,297
2023-09-30 $195,770 9,161
2023-06-30 $809,786 37,647
2023-03-31 $224,943 9,721
2022-09-30 $831,071 33,633
2022-06-30 $812,162 33,616
2022-03-31 $809,760 31,656
2021-12-31 $879,104 32,131
2021-09-30 $760,791 29,431
2021-06-30 $653,264 27,208
2021-03-31 $589,053 27,208
2020-12-31 $388,286 21,405
2020-09-30 $268,130 19,730
2020-06-30 $304,588 18,825