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Equibles

BAILARD, INC.

Position in SMBK — Smartfinancial Inc.

CIK 750641 Foster City, CA
Back to SMBK Full portfolio

Position in SMBK

as of Jun 30, 2026 · filed Jul 30, 2026
Position Value
$1,022,856
+$194,360 QoQ
Shares Held
21,800
+2.8% QoQ
Ownership
0.127%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#62
of 183 holders
Holding Since
Jun 2020
23 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, 2026

BAILARD, INC. holds $36,614,816 across 34 Banks - Regional names. SMBK ranks #11 (2.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PNC
Pnc Financial Services Group, Inc.
 38,252 $9,418,407
2 FITB
Fifth Third Bancorp
 61,987 $3,494,207
3 KRNY
Kearny Financial Corp.
 119,825 $1,133,544
4 THFF
First Financial Corp /In/
 13,903 $1,076,648
5 ITUB
Itau Unibanco Holding S.A.
 130,000 $1,062,100
6 TMP
Tompkins Financial Corp
 11,100 $1,049,172
7 ZION
Zions Bancorporation, National Association /Ut/
 15,115 $1,045,806
8 FRME
First Merchants Corp
 23,700 $1,035,453

All Filings in SMBK

Export CSV
23 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,022,856 21,800
2026-03-31 $828,496 21,200
2025-12-31 $784,188 21,200
2025-09-30 $733,000 20,515
2025-06-30 $665,466 19,700
2025-03-31 $385,858 12,415
2024-09-30 $397,848 13,653
2024-06-30 $323,166 13,653
2024-03-31 $287,668 13,653
2023-12-31 $334,361 13,653
2023-09-30 $291,764 13,653
2023-03-31 $511,995 22,126
2022-12-31 $608,465 22,126
2022-09-30 $546,733 22,126
2022-06-30 $534,564 22,126
2022-03-31 $565,983 22,126
2021-12-31 $605,367 22,126
2021-09-30 $403,932 15,626
2021-06-30 $375,180 15,626
2021-03-31 $225,722 10,426
2020-12-31 $247,175 13,626
2020-09-30 $175,664 12,926
2020-06-30 $221,132 13,667