Position in SMBK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,163,997
+$309,925 QoQ
Shares Held
46,121
-2.8% QoQ
Ownership
0.270%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#47
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, 2026BANK OF AMERICA CORP /DE/ holds $14,002,017,949 across 271 Banks - Regional names. SMBK ranks #159 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
8,539,645 | $2,102,631,387 | |
| 2 | TFC |
Truist Financial Corp
|
36,838,125 | $1,835,275,385 | |
| 3 | FITB |
Fifth Third Bancorp
|
17,663,946 | $995,716,632 | |
| 4 | USB |
US Bancorp De
|
15,224,940 | $919,586,374 | |
| 5 | DB |
Deutsche Bank Aktiengesellschaft
|
22,857,761 | $771,678,009 | |
| 6 | NU |
Nu Holdings Ltd.
|
40,300,489 | $538,414,530 | |
| 7 | HDB |
Hdfc Bank Ltd
|
17,251,650 | $445,610,115 | |
| 8 | MTB |
M&T Bank Corp
|
1,324,600 | $315,268,043 |
All Filings in SMBK
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,163,997 | 46,121 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,854,072 | 47,443 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $708,837 | 19,163 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $541,022 | 15,142 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $575,947 | 17,050 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $372,182 | 11,975 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $552,186 | 17,824 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $367,687 | 12,618 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $276,393 | 11,677 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $187,944 | 8,920 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $463,374 | 18,921 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $331,533 | 15,514 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $289,739 | 13,470 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $372,252 | 16,087 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $316,276 | 11,501 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $129,751 | 5,251 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $63,588 | 2,632 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $102,574 | 4,010 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $404,489 | 14,784 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $247,796 | 9,586 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $265,597 | 11,062 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $550,341 | 25,420 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $669,854 | 36,927 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $451,118 | 33,195 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $434,723 | 26,868 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $216,148 | 14,211 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||