Position in SMBK
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$27,888,589
+$1,496,031 QoQ
Shares Held
594,386
-12.0% QoQ
Ownership
3.48%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#4
of 183 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 70%
None 30%
Common Shares in SMBK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $16,129,309,862 across 126 Banks - Regional names. SMBK ranks #69 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
|
9,801,881 | $2,332,945,693 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
122,300,772 | $2,168,392,684 | |
| 3 | FITB |
Fifth Third Bancorp
|
23,653,758 | $1,333,362,335 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
11,141,397 | $1,123,944,126 | |
| 5 | RF |
Regions Financial Corp
|
20,992,390 | $633,970,178 | |
| 6 | TFC |
Truist Financial Corp
|
8,985,087 | $447,637,033 | |
| 7 | COLB |
Columbia Banking System, Inc.
|
11,686,430 | $374,550,079 | |
| 8 | WAL |
Western Alliance Bancorporation
|
4,389,690 | $360,832,517 |
All Filings in SMBK
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,888,589 | 594,386 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $26,392,558 | 675,347 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $26,934,303 | 728,151 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $23,135,602 | 647,512 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $19,683,672 | 582,702 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $13,083,902 | 420,975 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $13,562,827 | 437,793 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $9,919,779 | 340,418 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,767,351 | 201,409 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,971,604 | 93,574 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $2,697,646 | 110,153 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $2,353,969 | 110,153 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,369,391 | 110,153 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,822,982 | 165,211 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $5,401,000 | 196,400 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,121,899 | 166,811 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $4,063,784 | 168,203 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $4,365,482 | 170,660 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $4,669,257 | 170,660 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $6,058,723 | 234,380 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $4,461,009 | 185,798 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $6,475,839 | 299,115 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,376,789 | 75,898 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||