WRAPMANAGER INC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1266014
MILL VALLEY, CA
Position in SMFG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$203,094
+$17,770 QoQ
Shares Held
8,613
-29.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#307
of 457 holders
Holding Since
Dec 2023
8 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, 2026WRAPMANAGER INC holds $6,443,094 across 8 Banks - Diversified names. SMFG ranks #8 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,244 | $2,698,508 | |
| 2 | BAC |
Bank Of America Corp /De/
|
20,745 | $1,182,050 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
9,794 | $809,376 | |
| 4 | C |
Citigroup Inc
|
5,201 | $727,931 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
12,682 | $317,810 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
13,364 | $265,809 | |
| 7 | BCS |
Barclays PLC
|
8,880 | $238,516 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
8,613 | $203,094 |
All Filings in SMFG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,094 | 8,613 | Shares | Sole | 2026-08-05 | |
| 2025-06-30 | $185,324 | 12,265 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $206,313 | 13,345 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $211,669 | 14,608 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $169,469 | 13,418 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $208,458 | 15,545 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $217,486 | 18,478 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $177,676 | 18,355 | Shares | Sole | 2024-02-07 | |
| No filing history on record for this holder in this stock. | ||||||