Position in SMBK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$509,973
+$8,265 QoQ
Shares Held
10,869
-15.3% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#93
of 183 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in SMBK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026UBS Group AG holds $6,482,651,189 across 311 Banks - Regional names. SMBK ranks #213 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DB |
Deutsche Bank Aktiengesellschaft
|
28,999,073 | $979,008,699 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,515,431 | $619,349,419 | |
| 3 | TFC |
Truist Financial Corp
|
6,545,833 | $326,113,398 | |
| 4 | USB |
US Bancorp De
|
5,381,171 | $325,022,727 | |
| 5 | FITB |
Fifth Third Bancorp
|
5,705,460 | $321,616,778 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
4,166,727 | $291,962,558 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
11,958,250 | $212,019,770 | |
| 8 | MTB |
M&T Bank Corp
|
868,700 | $206,759,285 |
All Filings in SMBK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $509,973 | 10,869 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $501,708 | 12,838 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $554,775 | 14,998 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $466,025 | 13,043 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $474,675 | 14,052 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $287,147 | 9,239 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $324,887 | 10,487 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $291,545 | 10,005 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $187,891 | 7,938 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $433,662 | 20,582 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $564,151 | 23,036 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $289,776 | 13,560 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $306,839 | 14,265 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $335,760 | 14,510 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $367,756 | 13,373 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $183,940 | 7,444 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $205,697 | 8,514 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $302,789 | 11,837 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $358,442 | 13,101 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $200,130 | 7,742 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $230,207 | 9,588 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $107,297 | 4,956 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $103,324 | 5,696 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $42,903 | 3,157 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $113,292 | 7,002 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $157,347 | 10,345 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||