Position in SMBK
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,421,551
+$731,736 QoQ
Shares Held
94,236
-0.2% QoQ
Ownership
0.551%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#28
of 183 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 87%
Shared 0%
None 13%
Common Shares in SMBK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $15,913,141,625 across 295 Banks - Regional names. SMBK ranks #133 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
59,686,029 | $3,605,036,143 | |
| 2 | FITB |
Fifth Third Bancorp
|
29,970,128 | $1,689,416,105 | |
| 3 | NU |
Nu Holdings Ltd.
|
99,956,959 | $1,335,424,964 | |
| 4 | MTB |
M&T Bank Corp
|
4,045,990 | $962,986,073 | |
| 5 | BAP |
Credicorp Ltd
|
2,433,947 | $948,217,065 | |
| 6 | IBN |
Icici Bank Ltd
|
22,989,740 | $667,392,145 | |
| 7 | RF |
Regions Financial Corp
|
17,977,505 | $542,920,641 | |
| 8 | HDB |
Hdfc Bank Ltd
|
19,095,182 | $493,228,542 |
All Filings in SMBK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,421,551 | 94,236 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $3,689,815 | 94,417 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $3,451,424 | 93,307 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $2,355,570 | 65,927 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $2,506,474 | 74,200 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $2,799,125 | 90,062 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $2,339,824 | 75,527 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $954,509 | 32,756 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $855,645 | 36,149 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $1,406,400 | 66,749 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $1,393,847 | 56,915 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $888,221 | 41,564 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,060,377 | 49,297 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $3,494,554 | 151,018 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $5,377,844 | 195,558 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,045,742 | 163,729 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,596,788 | 107,483 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $1,751,972 | 68,490 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $2,227,157 | 81,402 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $1,941,282 | 75,098 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,449,139 | 102,005 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $1,209,151 | 55,850 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $776,409 | 42,801 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $190,639 | 14,028 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $205,081 | 12,675 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $487,616 | 32,059 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||