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Equibles

MORGAN STANLEY

Position in SMBK — Smartfinancial Inc.

CIK 895421 NEW YORK, NY
Back to SMBK Full portfolio

Position in SMBK

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$8,579,506
+$1,898,587 QoQ
Shares Held
182,854
+7.0% QoQ
Ownership
1.07%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#15
of 183 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 85% Shared 0% None 15%

Common Shares in SMBK Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $21,987,456,480 across 309 Banks - Regional names. SMBK ranks #136 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 USB
US Bancorp De
 30,552,978 $1,845,399,864
2 FITB
Fifth Third Bancorp
 29,374,537 $1,655,842,642
3 IBN
Icici Bank Ltd
 54,395,929 $1,579,113,812
4 NU
Nu Holdings Ltd.
 117,966,561 $1,576,033,245
5 HDB
Hdfc Bank Ltd
 53,273,199 $1,376,046,720
6 PNC
Pnc Financial Services Group, Inc.
 5,130,246 $1,263,169,160
7 TFC
Truist Financial Corp
 22,539,416 $1,122,913,697
8 CFG
Citizens Financial Group Inc/Ri
 12,264,969 $859,406,370

All Filings in SMBK

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $8,579,506 182,854
2026-03-31 $6,680,919 170,955
2025-12-31 $6,251,750 169,012
2025-09-30 $4,154,966 116,288
2025-06-30 $4,155,544 123,018
2025-03-31 $4,642,448 149,371
2024-12-31 $4,600,898 148,512
2024-09-30 $3,017,123 103,539
2024-06-30 $1,421,475 60,054
2024-03-31 $1,417,816 67,291
2023-12-31 $1,610,214 65,750
2023-09-30 $694,329 32,491
2023-06-30 $778,379 36,187
2023-03-31 $578,612 25,005
2022-12-31 $584,511 21,255
2022-09-30 $804,109 32,542
2022-06-30 $775,533 32,100
2022-03-31 $831,399 32,502
2021-12-31 $928,376 33,932
2021-09-30 $842,759 32,602
2021-06-30 $691,894 28,817
2021-03-31 $586,779 27,103
2020-12-31 $695,723 38,353
2020-09-30 $296,043 21,784
2020-06-30 $362,690 22,416
2020-03-31 $250,492 16,469