Pekin Hardy Strauss, Inc.
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1020317
CHICAGO, IL
Position in SMFG
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$2,979,922
+$611,404 QoQ
Shares Held
126,375
+5.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#95
of 458 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Pekin Hardy Strauss, Inc. holds $22,172,380 across 8 Banks - Diversified names. SMFG ranks #4 (13.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
319,874 | $6,362,293 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
11,136 | $3,645,146 | |
| 3 | SAN |
Banco Santander, S.A.
|
256,219 | $3,535,822 | |
| 4 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
126,375 | $2,979,922 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
26,926 | $2,560,393 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
10,776 | $1,558,317 | |
| 7 | C |
Citigroup Inc
|
5,648 | $790,494 | |
| 8 | BCS |
Barclays PLC
|
27,550 | $739,993 |
All Filings in SMFG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,979,922 | 126,375 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,368,518 | 119,925 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,203,136 | 113,975 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,794,946 | 107,225 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,418,073 | 93,850 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,582,331 | 102,350 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,435,959 | 99,100 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,270,578 | 100,600 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,221,651 | 91,100 | Shares | Sole | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||