PZENA INVESTMENT MANAGEMENT LLC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1027796
NEW YORK, NY
Position in SMFG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$880,052
+$237,229 QoQ
Shares Held
37,322
+14.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#170
of 457 holders
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026PZENA INVESTMENT MANAGEMENT LLC holds $3,101,943,631 across 9 Banks - Diversified names. SMFG ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBS |
UBS Group AG
|
22,604,129 | $1,120,260,632 | |
| 2 | C |
Citigroup Inc
|
5,548,789 | $776,608,508 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
8,827,468 | $729,501,955 | |
| 4 | BAC |
Bank Of America Corp /De/
|
6,310,363 | $359,564,483 | |
| 5 | JPM |
Jpmorgan Chase & Co
|
334,094 | $109,358,989 | |
| 6 | ING |
Ing Groep NV
|
94,897 | $2,977,867 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
23,555 | $2,239,844 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
37,322 | $880,052 |
All Filings in SMFG
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $880,052 | 37,322 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $642,823 | 32,548 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $550,383 | 28,473 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $413,260 | 24,687 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $363,425 | 24,052 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $342,191 | 22,134 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $284,279 | 19,619 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $235,107 | 18,615 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $295,770 | 22,056 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $267,638 | 22,739 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $224,130 | 23,154 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $228,066 | 23,154 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $203,424 | 23,654 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $189,232 | 23,654 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $217,775 | 27,154 | Shares | Sole | 2023-02-03 | |
| 2022-03-31 | $680,683 | 108,562 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $737,135 | 108,562 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $127,259 | 18,154 | Shares | Sole | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||