GW&K Investment Management, LLC

Position in SMFG — Sumitomo Mitsui Financial Group, Inc.

CIK 1082917 BOSTON, MA

Position in SMFG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$33,507

+$5,561 QoQ

Shares Held

1,421

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#340

of 458 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

GW&K Investment Management, LLC holds $71,171,774 across 12 Banks - Diversified names. SMFG ranks #8 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	211,142	$69,113,110
2	BNY	Bank of New York Mellon Corp	5,889	$851,608
3	BAC	Bank Of America Corp /De/	6,905	$393,446
4	WFC	Wells Fargo & Company/Mn	4,245	$350,806
5	C	Citigroup Inc	1,637	$229,114
6	HSBC	Hsbc Holdings PLC	665	$63,234
7	SAN	Banco Santander, S.A.	2,889	$39,868
8	SMFG	Sumitomo Mitsui Financial Group, Inc. This page	1,421	$33,507

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$33,507	1,421	+0.4%	Shares	Sole	2026-08-12
2026-03-31	$27,946	1,415	+44.4%	Shares	Sole	2026-05-13
2025-12-31	$18,943	980	0.0%	Shares	Sole	2026-02-11
2025-09-30	$16,405	980	0.0%	Shares	Sole	2025-11-12
2025-06-30	$14,807	980	0.0%	Shares	Sole	2025-08-11
2025-03-31	$15,150	980	0.0%	Shares	Sole	2025-05-05
2024-12-31	$14,200	980	0.0%	Shares	Sole	2025-02-05
2024-09-30	$12,377	980	0.0%	Shares	Sole	2024-11-07
2024-06-30	$13,141	980	+5.7%	Shares	Sole	2024-08-12
2024-03-31	$10,910	927	+6.9%	Shares	Sole	2024-05-08
2023-12-31	$8,392	867	0.0%	Shares	Sole	2024-02-09
2023-09-30	$8,539	867	-0.7%	Shares	Sole	2023-11-09
2023-06-30	$7,507	873	—	Shares	Sole	2023-08-09
No filing history on record for this holder in this stock.