Position in SMBK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$733,687
+$82,459 QoQ
Shares Held
15,637
-6.2% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#72
of 183 holders
Holding Since
Mar 2020
26 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, 2026BARCLAYS PLC holds $2,575,847,317 across 303 Banks - Regional names. SMBK ranks #161 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
6,816,066 | $411,690,385 | |
| 2 | 4,776,825 | $365,044,964 | |||
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
1,044,455 | $257,165,707 | |
| 4 | FITB |
Fifth Third Bancorp
|
2,993,274 | $168,730,853 | |
| 5 | TFC |
Truist Financial Corp
|
3,004,662 | $149,692,259 | |
| 6 | NU |
Nu Holdings Ltd.
|
9,918,501 | $132,511,172 | |
| 7 | KEY |
Keycorp /New/
|
5,121,717 | $118,055,574 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
1,227,228 | $85,991,864 |
All Filings in SMBK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $733,687 | 15,637 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $651,228 | 16,664 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,271,864 | 34,384 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,037,098 | 29,026 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $1,026,472 | 30,387 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $634,653 | 20,420 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $808,423 | 26,095 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $665,790 | 22,848 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $302,809 | 12,793 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $532,860 | 25,290 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $883,623 | 36,081 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $361,046 | 16,895 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $428,027 | 19,899 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $494,061 | 21,351 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $498,300 | 18,120 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $880,787 | 35,645 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $839,560 | 34,750 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $953,289 | 37,267 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,417,877 | 51,823 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,051,500 | 40,677 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $697,609 | 29,055 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $843,419 | 38,957 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $486,587 | 26,824 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $300,040 | 22,078 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $356,137 | 22,011 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $139,293 | 9,158 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||