Advisors Asset Management, Inc.
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1297376
Monument, CO
Position in SMFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,340,696
+$583,794 QoQ
Shares Held
141,675
+1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#88
of 460 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026Advisors Asset Management, Inc. holds $78,753,572 across 15 Banks - Diversified names. SMFG ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
78,621 | $25,735,011 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
94,326 | $13,640,482 | |
| 3 | C |
Citigroup Inc
|
64,679 | $9,052,472 | |
| 4 | BAC |
Bank Of America Corp /De/
|
100,939 | $5,751,504 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
65,078 | $5,378,045 | |
| 6 | SAN |
Banco Santander, S.A.
|
331,392 | $4,573,209 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
141,675 | $3,340,696 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
34,585 | $3,288,687 |
All Filings in SMFG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,340,696 | 141,675 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,756,902 | 139,590 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,270,579 | 117,464 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,629,722 | 97,355 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,240,546 | 82,101 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,039,437 | 67,234 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $935,112 | 64,535 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $743,363 | 58,857 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $693,538 | 51,718 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $474,472 | 40,312 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $322,498 | 33,316 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $344,503 | 34,975 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $329,388 | 38,301 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $657,856 | 82,232 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $683,737 | 85,254 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $628,677 | 114,305 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $724,514 | 122,799 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $937,082 | 149,455 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $703,084 | 103,547 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $616,683 | 87,972 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $401,624 | 58,291 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $529,032 | 72,970 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $509,413 | 82,563 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $754,118 | 134,905 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $977,430 | 173,920 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,030,424 | 215,120 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||