SUMITOMO MITSUI FINANCIAL GROUP, INC.

Position in JEF — Jefferies Financial Group Inc.

CIK 1022837 TOKYO, M0

Position in JEF

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$321,338,263

-$60,288,769 QoQ

Shares Held

6,429,337

-30.5% QoQ

Ownership

2.79%

of shares outstanding

% of Portfolio

7.36%

of 13F equity value

Holder Rank

of 581 holders

Holding Since

Sep 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

SUMITOMO MITSUI FINANCIAL GROUP, INC. holds $321,501,769 across 4 Capital Markets names. JEF ranks #1 (99.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JEF	Jefferies Financial Group Inc. This page	6,429,337	$321,338,263
2	MS	Morgan Stanley	300	$62,712
3	GS	Goldman Sachs Group Inc	60	$60,682
4	HOOD	Robinhood Markets, Inc.	400	$40,112

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$321,338,263	6,429,337	-30.5%	Shares	Defined	2026-08-13
2026-03-31	$381,627,032	9,247,081	0.0%	Shares	Defined	2026-05-14
2025-12-31	$573,041,609	9,247,081	0.0%	Shares	Defined	2026-02-12
2025-09-30	$604,944,039	9,247,081	0.0%	Shares	Defined	2025-11-12
2025-06-30	$505,722,859	9,247,081	0.0%	Shares	Defined	2025-08-13
2025-03-31	$495,366,129	9,247,081	0.0%	Shares	Defined	2025-05-14
2024-12-31	$724,971,150	9,247,081	0.0%	Shares	Defined	2025-02-13
2024-09-30	$569,157,835	9,247,081	-11.9%	Shares	Defined	2025-03-31
2023-03-31	$333,270,000	10,500,000	0.0%	Shares	Defined	2023-05-11
2022-12-31	$359,940,367	10,500,000	0.0%	Shares	Sole	2023-02-10
2022-09-30	$309,750,254	10,500,000	0.0%	Shares	Sole	2022-11-08
2022-06-30	$290,010,508	10,500,000	0.0%	Shares	Sole	2022-08-09
2022-03-31	$344,925,508	10,500,000	0.0%	Shares	Sole	2022-05-12
2021-12-31	$407,400,107	10,500,000	0.0%	Shares	Sole	2022-02-10
2021-09-30	$389,864,649	10,500,000	—	Shares	Sole	2021-11-10
No filing history on record for this holder in this stock.