Position in SMBK
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,145,122
+$61,242 QoQ
Shares Held
29,302
0.0% QoQ
Ownership
0.171%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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, 2026SlateStone Wealth, LLC holds $10,493,561 across 4 Banks - Regional names.
All Filings in SMBK
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,145,122 | 29,302 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,083,880 | 29,302 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,046,960 | 29,302 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $994,044 | 29,427 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $914,591 | 29,427 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,035,568 | 33,427 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $974,062 | 33,427 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $791,217 | 33,427 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $714,841 | 33,927 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $818,627 | 33,427 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $463,237 | 21,677 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||