Position in SMBC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$25,530
+$4,111 QoQ
Shares Held
335
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#125
of 150 holders
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SMBC Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SIGNATUREFD, LLC holds $49,093,106 across 180 Banks - Regional names. SMBC ranks #103 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPOP |
Popular, Inc.
|
42,371 | $6,956,470 | |
| 2 | KB |
KB Financial Group Inc.
|
30,396 | $3,190,364 | |
| 3 | MFG |
Mizuho Financial Group Inc
|
298,688 | $2,861,431 | |
| 4 | WF |
Woori Financial Group Inc.
|
49,721 | $2,853,985 | |
| 5 | TFC |
Truist Financial Corp
|
46,814 | $2,332,273 | |
| 6 | SHG |
Shinhan Financial Group Co Ltd
|
35,020 | $2,215,015 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
8,757 | $2,156,148 | |
| 8 | LYG |
Lloyds Banking Group plc
|
301,587 | $1,758,252 |
All Filings in SMBC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,530 | 335 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $21,419 | 335 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $17,263 | 292 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,993 | 95 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $5,204 | 95 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $4,941 | 95 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $5,450 | 95 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,366 | 95 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $4,275 | 95 | Shares | Sole | 2024-07-29 | |
| 2023-03-31 | $10,848 | 290 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $870 | 19 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,683 | 33 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,263 | 50 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $949 | 19 | Shares | Sole | 2022-05-02 | |
| No filing history on record for this holder in this stock. | ||||||