Position in SMFG
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$4,383,907
+$131,307 QoQ
Shares Held
221,970
+0.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Allianz SE holds $109,709,201 across 9 Banks - Diversified names. SMFG ranks #6 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
184,036 | $54,136,028 | |
| 2 | C |
Citigroup Inc
|
139,171 | $15,783,381 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
167,775 | $13,356,567 | |
| 4 | BAC |
Bank Of America Corp /De/
|
247,304 | $12,056,069 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
38,779 | $4,600,352 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
221,970 | $4,383,907 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
255,000 | $4,327,350 | |
| 8 | TD |
Toronto Dominion Bank
|
10,000 | $933,100 |
All Filings in SMFG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,383,907 | 221,970 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $4,252,600 | 220,000 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $3,682,800 | 220,000 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $3,324,200 | 220,000 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $3,401,200 | 220,000 | Shares | Defined | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||