Position in SMFG
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,106,758
+$414,103 QoQ
Shares Held
131,754
-3.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#13
of 142 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026GREENLEAF TRUST holds $63,628,943 across 16 Banks - Diversified names. SMFG ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
90,431 | $29,600,778 | |
| 2 | BAC |
Bank Of America Corp /De/
|
153,609 | $8,752,640 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
72,569 | $5,997,101 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
28,754 | $4,158,115 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
131,754 | $3,106,758 | |
| 6 | C |
Citigroup Inc
|
20,205 | $2,827,891 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
96,029 | $1,910,016 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
17,284 | $1,643,534 |
All Filings in SMFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,106,758 | 131,754 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,692,655 | 136,337 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $3,279,875 | 169,678 | Shares | Defined | 2026-01-21 | |
| 2025-09-30 | $2,847,322 | 170,091 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,570,089 | 170,092 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,635,125 | 170,448 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,282,244 | 295,531 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $3,731,621 | 295,457 | Shares | Defined | 2024-10-22 | |
| 2024-06-30 | $3,962,078 | 295,457 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $3,476,704 | 295,387 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $2,857,700 | 295,217 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $2,903,996 | 294,822 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $2,536,174 | 294,904 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $2,359,112 | 294,889 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $2,360,999 | 294,389 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $1,639,242 | 298,044 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,777,841 | 301,329 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,882,247 | 300,199 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $2,039,811 | 300,414 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $2,318,830 | 330,789 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $2,630,395 | 381,770 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $2,825,977 | 389,790 | Shares | Defined | 2021-04-30 | |
| 2020-12-31 | $2,444,992 | 396,271 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $1,939,791 | 347,011 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $1,643,799 | 292,491 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $147,440 | 30,781 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||