FIRST TRUST ADVISORS LP
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1125816
Wheaton, IL
Position in SMFG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,444,216
+$612,993 QoQ
Shares Held
188,474
-2.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#75
of 460 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026FIRST TRUST ADVISORS LP holds $2,948,706,582 across 19 Banks - Diversified names. SMFG ranks #17 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,203,107 | $721,143,014 | |
| 2 | BAC |
Bank Of America Corp /De/
|
11,888,923 | $677,430,832 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
4,172,551 | $603,392,600 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
3,809,334 | $314,803,361 | |
| 5 | C |
Citigroup Inc
|
1,993,548 | $279,016,978 | |
| 6 | TD |
Toronto Dominion Bank
|
534,025 | $64,846,655 | |
| 7 | RY |
Royal Bank Of Canada
|
271,125 | $56,114,741 | |
| 8 | BNS |
Bank Of Nova Scotia
|
636,765 | $55,296,672 |
All Filings in SMFG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,444,216 | 188,474 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,831,223 | 193,986 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,712,385 | 140,320 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,565,873 | 153,278 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $3,987,982 | 263,930 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $4,485,208 | 290,117 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $4,484,046 | 309,458 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||