PARK AVENUE SECURITIES LLC
Broker-DealerPosition in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1071640
NEW YORK, NY
Position in SMFG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,907,819
+$912,713 QoQ
Shares Held
165,726
+7.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#10
of 142 holders
Holding Since
Mar 2020
25 quarters on record
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026PARK AVENUE SECURITIES LLC holds $145,869,601 across 18 Banks - Diversified names. SMFG ranks #12 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
164,625 | $53,886,701 | |
| 2 | C |
Citigroup Inc
|
119,558 | $16,733,337 | |
| 3 | BAC |
Bank Of America Corp /De/
|
238,698 | $13,601,012 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
141,500 | $11,693,560 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
54,986 | $7,951,525 | |
| 6 | SAN |
Banco Santander, S.A.
|
448,674 | $6,191,701 | |
| 7 | TD |
Toronto Dominion Bank
|
40,249 | $4,887,436 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
191,292 | $4,793,777 |
All Filings in SMFG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,907,819 | 165,726 | Shares | Sole | 2026-07-20 | |
| 2025-12-31 | $2,995,106 | 154,946 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $2,610,619 | 155,951 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,341,561 | 221,149 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $3,014,328 | 194,976 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $2,754,462 | 190,094 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,759,321 | 139,297 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $1,685,409 | 125,683 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,313,614 | 111,607 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $479,005 | 49,484 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $488,067 | 49,550 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $435,039 | 50,586 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $333,184 | 41,648 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $332,461 | 41,454 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $194,238 | 35,316 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $257,635 | 43,667 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $259,132 | 41,329 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $283,034 | 41,684 | Shares | Sole | 2022-04-08 | |
| 2021-09-30 | $261,339 | 37,281 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $244,505 | 35,487 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $264,400 | 36,469 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $200,864 | 32,555 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $203,062 | 36,326 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $222,271 | 39,550 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $173,718 | 36,267 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||