PZENA INVESTMENT MANAGEMENT LLC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1027796
NEW YORK, NY
Position in SMFG
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$642,823
+$92,440 QoQ
Shares Held
32,548
+14.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
17 quarters on record
Voting authority
Sole 53.914218999631316.ToString("F0")%
Shared 0.ToString("F0")%
None 46.085781000368684.ToString("F0")%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026PZENA INVESTMENT MANAGEMENT LLC holds $3,080,102,093 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
|
26,544,355 | $1,037,087,949 | |
| 2 | C |
Citigroup Inc
|
8,175,364 | $927,168,030 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
8,773,128 | $698,428,719 | |
| 4 | BAC |
Bank Of America Corp /De/
|
6,422,754 | $313,109,256 | |
| 5 | JPM |
Jpmorgan Chase & Co
|
337,262 | $99,208,989 | |
| 6 | ING |
Ing Groep NV
|
80,698 | $2,102,182 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
23,950 | $1,975,635 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
32,548 | $642,823 |
All Filings in SMFG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||