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Equibles

MARTINGALE ASSET MANAGEMENT L P

Position in SMBK — Smartfinancial Inc.

CIK 936944 BOSTON, MA
Back to SMBK Full portfolio

Position in SMBK

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$3,064,673
+$963,381 QoQ
Shares Held
65,317
+21.5% QoQ
Ownership
0.382%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#37
of 183 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 45% Shared 0% None 55%

Common Shares in SMBK Over Time

Shares Held

Position Value (USD)

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

MARTINGALE ASSET MANAGEMENT L P holds $130,044,183 across 80 Banks - Regional names. SMBK ranks #13 (2.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BPOP
Popular, Inc.
 111,997 $18,387,667
2 ZION
Zions Bancorporation, National Association /Ut/
 106,052 $7,337,737
3 OFG
Ofg Bancorp
 110,411 $5,417,867
4 BANR
Banner Corp
 61,353 $4,076,293
5 UVSP
UNIVEST FINANCIAL Corp
 80,878 $3,538,412
6 HAFC
Hanmi Financial Corp
 108,811 $3,525,476
7 CPF
Central Pacific Financial Corp
 83,400 $3,185,880
8 FBP
First Bancorp /Pr/
 121,133 $3,157,937

All Filings in SMBK

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,064,673 65,317
2026-03-31 $2,101,292 53,769
2025-12-31 $1,623,675 43,895
2025-09-30 $1,946,855 54,488
2025-06-30 $1,988,965 58,880
2025-03-31 $1,785,172 57,438
2024-12-31 $1,649,312 53,238
2024-09-30 $856,307 29,386
2024-06-30 $812,780 34,338
2024-03-31 $614,780 29,178
2023-12-31 $357,896 14,614
2023-09-30 $313,796 14,684
2023-06-30 $272,832 12,684
2023-03-31 $694,384 30,008
2022-12-31 $1,012,742 36,827
2022-09-30 $900,852 36,457
2022-06-30 $880,680 36,452
2022-03-31 $1,105,848 43,231
2021-12-31 $1,193,525 43,623
2021-09-30 $1,127,654 43,623
2021-06-30 $790,745 32,934
2021-03-31 $444,452 20,529
2020-12-31 $446,715 24,626
2020-09-30 $583,377 42,927
2020-06-30 $1,335,367 82,532
2020-03-31 $1,255,311 82,532