FLPUTNAM INVESTMENT MANAGEMENT CO
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1140334
PORTLAND, ME
Position in SMFG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$819,617
+$154,536 QoQ
Shares Held
34,759
+3.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#179
of 458 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 80%
Shared 0%
None 20%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026FLPUTNAM INVESTMENT MANAGEMENT CO holds $167,815,808 across 12 Banks - Diversified names. SMFG ranks #7 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
343,254 | $112,357,331 | |
| 2 | BAC |
Bank Of America Corp /De/
|
706,054 | $40,230,956 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
61,997 | $8,965,386 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
12,628 | $1,043,577 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
52,367 | $1,041,579 | |
| 6 | C |
Citigroup Inc
|
7,074 | $990,077 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
34,759 | $819,617 | |
| 8 | UBS |
UBS Group AG
|
16,362 | $810,900 |
All Filings in SMFG
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $819,617 | 34,759 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $665,081 | 33,675 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $579,262 | 29,967 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $170,362 | 10,177 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $177,028 | 11,716 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $166,890 | 10,795 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $159,418 | 11,002 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $135,406 | 10,721 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $152,686 | 11,386 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $132,883 | 11,290 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $108,174 | 11,175 | Shares | Sole | 2024-01-30 | |
| No filing history on record for this holder in this stock. | ||||||