Position in SMBK
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$39,229,154
+$6,543,113 QoQ
Shares Held
836,086
-0.0% QoQ
Ownership
4.89%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2
of 183 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 94%
Shared 4%
None 2%
Common Shares in SMBK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $28,246,623,670 across 288 Banks - Regional names. SMBK ranks #144 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
10,454,788 | $631,469,193 | |
| 2 | FITB |
Fifth Third Bancorp
|
10,639,875 | $599,769,751 | |
| 3 | ZION |
Zions Bancorporation, National Association /Ut/
|
7,644,441 | $528,918,870 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
2,105,788 | $518,487,119 | |
| 5 | PNFP |
Pinnacle Financial Partners, Inc.
|
5,101,558 | $514,645,169 | |
| 6 | BPOP |
Popular, Inc.
|
3,126,242 | $513,266,409 | |
| 7 | SSB |
SouthState Bank Corp
|
5,104,685 | $509,958,028 | |
| 8 | ONB |
Old National Bancorp /In/
|
18,221,545 | $471,938,014 |
All Filings in SMBK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,229,154 | 836,086 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $32,686,041 | 836,388 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $31,027,099 | 838,797 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $29,889,180 | 836,529 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $27,726,589 | 820,799 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $24,444,574 | 786,505 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $23,484,975 | 758,069 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $21,145,467 | 725,651 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $16,564,122 | 699,794 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $14,006,069 | 664,740 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $15,298,068 | 624,666 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $12,756,862 | 596,952 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $12,105,116 | 562,767 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $12,420,460 | 536,753 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $14,225,804 | 517,302 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $12,118,103 | 490,413 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $11,397,164 | 471,737 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $11,334,856 | 443,114 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $11,683,212 | 427,018 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $10,791,573 | 417,469 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $9,773,582 | 407,063 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $8,426,006 | 389,192 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $6,981,215 | 384,852 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $5,162,623 | 379,884 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $6,155,244 | 380,423 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $5,345,280 | 351,432 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||