EAGLE GLOBAL ADVISORS LLC

Position in SMFG — Sumitomo Mitsui Financial Group, Inc.

CIK 1130787 Houston, TX

Position in SMFG

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$7,545,600

+$1,739,100 QoQ

Shares Held

320,000

+8.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

EAGLE GLOBAL ADVISORS LLC holds $92,558,526 across 8 Banks - Diversified names. SMFG ranks #2 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	185,135	$56,274,992
2	SMFG	Sumitomo Mitsui Financial Group, Inc. This page	320,000	$7,545,600
3	ING	Ing Groep NV	237,470	$7,451,808
4	MUFG	Mitsubishi Ufj Financial Group Inc	352,839	$7,017,967
5	BCS	Barclays PLC	255,438	$6,861,064
6	SAN	Banco Santander, S.A.	368,450	$5,084,610
7	C	Citigroup Inc	11,950	$1,672,522
8	WFC	Wells Fargo & Company/Mn	7,865	$649,963

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,545,600	320,000	+8.8%	Shares	Sole	2026-07-30
2026-03-31	$5,806,500	294,000	-1.7%	Shares	Sole	2026-05-15
2025-12-31	$5,779,670	299,000	-2.0%	Shares	Sole	2026-01-28
2025-09-30	$5,105,700	305,000	-1.9%	Shares	Sole	2025-10-28
2025-06-30	$4,699,210	311,000	0.0%	Shares	Sole	2025-07-16
2025-03-31	$4,808,060	311,000	-7.4%	Shares	Sole	2025-05-12
2024-12-31	$4,868,640	336,000	0.0%	Shares	Sole	2025-02-14
2024-09-30	$4,243,680	336,000	+19.1%	Shares	Sole	2024-11-14
2024-06-30	$3,781,620	282,000	+4.4%	Shares	Sole	2024-08-14
2024-03-31	$3,177,900	270,000	+28.6%	Shares	Sole	2024-05-15
2023-12-31	$2,032,800	210,000	+2.9%	Shares	Sole	2024-02-09
2023-09-30	$2,009,400	204,000	0.0%	Shares	Sole	2023-10-30
2023-06-30	$1,754,400	204,000	—	Shares	Sole	2023-07-21
No filing history on record for this holder in this stock.