EAGLE GLOBAL ADVISORS LLC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1130787
Houston, TX
Position in SMFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,806,500
+$26,830 QoQ
Shares Held
294,000
-1.7% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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 Mar 31, 2026EAGLE GLOBAL ADVISORS LLC holds $75,528,511 across 7 Banks - Diversified names. SMFG ranks #4 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
170,434 | $50,134,865 | |
| 2 | ING |
Ing Groep NV
|
237,970 | $6,199,118 | |
| 3 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
354,314 | $6,012,708 | |
| 4 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
294,000 | $5,806,500 | |
| 5 | BCS |
Barclays PLC
|
254,778 | $5,391,102 | |
| 6 | C |
Citigroup Inc
|
11,650 | $1,321,226 | |
| 7 | WFC |
Wells Fargo & Company/Mn
|
8,328 | $662,992 |
All Filings in SMFG
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,806,500 | 294,000 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,779,670 | 299,000 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,105,700 | 305,000 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $4,699,210 | 311,000 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $4,808,060 | 311,000 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,868,640 | 336,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,243,680 | 336,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,781,620 | 282,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,177,900 | 270,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,032,800 | 210,000 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,009,400 | 204,000 | 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. | ||||||