ASSETMARK, INC

Position in SMFG — Sumitomo Mitsui Financial Group, Inc.

CIK 1344551 CONCORD, CA

Position in SMFG

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$7,480,802

+$2,615,528 QoQ

Shares Held

317,252

+28.8% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#53

of 458 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

ASSETMARK, INC holds $581,003,092 across 20 Banks - Diversified names. SMFG ranks #8 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	853,617	$279,414,452
2	WFC	Wells Fargo & Company/Mn	1,157,264	$95,636,296
3	BNY	Bank of New York Mellon Corp	303,879	$43,943,942
4	BAC	Bank Of America Corp /De/	728,298	$41,498,420
5	C	Citigroup Inc	292,761	$40,974,829
6	CM	Canadian Imperial Bank Of Commerce /Can/	303,379	$34,888,585
7	BCS	Barclays PLC	296,369	$7,960,471
8	SMFG	Sumitomo Mitsui Financial Group, Inc. This page	317,252	$7,480,802

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,480,802	317,252	+28.8%	Shares	Sole	2026-07-30
2026-03-31	$4,865,274	246,343	+64.1%	Shares	Sole	2026-05-06
2025-12-31	$2,902,206	150,140	+47.8%	Shares	Sole	2026-01-23
2025-09-30	$1,700,298	101,571	+72.7%	Shares	Sole	2025-11-06
2025-06-30	$888,543	58,805	+92.2%	Shares	Sole	2025-08-04
2025-03-31	$472,890	30,588	+63.2%	Shares	Sole	2025-05-06
2024-12-31	$271,557	18,741	+114.5%	Shares	Sole	2025-02-06
2024-09-30	$110,360	8,738	+23.6%	Shares	Sole	2024-11-01
2024-06-30	$94,795	7,069	+2.9%	Shares	Sole	2024-08-13
2024-03-31	$80,895	6,873	+3.5%	Shares	Sole	2024-05-07
2023-12-31	$64,284	6,641	+14.6%	Shares	Sole	2024-02-09
2023-09-30	$57,070	5,794	0.0%	Shares	Sole	2023-10-27
2023-06-30	$49,828	5,794	0.0%	Shares	Defined	2023-08-11
2023-03-31	$46,352	5,794	-36.2%	Shares	Defined	2023-05-05
2022-12-31	$72,829	9,081	+127.5%	Shares	Defined	2023-02-10
2022-09-30	$21,950	3,991	0.0%	Shares	Sole	2022-11-01
2022-06-30	$23,546	3,991	-46.1%	Shares	Sole	2022-08-03
2022-03-31	$46,410	7,402	+85.5%	Shares	Sole	2022-05-13
2021-12-31	$27,098	3,991	0.0%	Shares	Sole	2022-02-14
2021-09-30	$27,976	3,991	0.0%	Shares	Sole	2021-11-12
2021-06-30	$27,497	3,991	-1.6%	Shares	Sole	2021-08-16
2021-03-31	$29,406	4,056	+13.7%	Shares	Sole	2021-05-14
2020-12-31	$22,008	3,567	-82.9%	Shares	Sole	2021-02-10
2020-09-30	$116,355	20,815	+12.8%	Shares	Sole	2020-11-13
2020-06-30	$103,728	18,457	-3.6%	Shares	Sole	2020-08-11
2020-03-31	$91,742	19,153	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.