Dorsey & Whitney Trust CO LLC
BankPosition in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1384042
SIOUX FALLS, SD
Position in SMFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,827,117
+$319,860 QoQ
Shares Held
77,486
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#122
of 458 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, 2026Dorsey & Whitney Trust CO LLC holds $59,913,659 across 15 Banks - Diversified names. SMFG ranks #6 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
94,226 | $30,842,985 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
110,258 | $9,111,714 | |
| 3 | BAC |
Bank Of America Corp /De/
|
90,401 | $5,151,040 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
24,818 | $2,359,941 | |
| 5 | C |
Citigroup Inc
|
13,539 | $1,894,914 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
77,486 | $1,827,117 | |
| 7 | SAN |
Banco Santander, S.A.
|
119,304 | $1,646,393 | |
| 8 | ING |
Ing Groep NV
|
41,353 | $1,297,654 |
All Filings in SMFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,827,117 | 77,486 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,507,257 | 76,317 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,459,354 | 75,497 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $1,160,096 | 69,301 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $1,054,375 | 69,780 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $1,166,687 | 75,465 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $1,104,962 | 76,257 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $959,639 | 75,981 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $972,694 | 72,535 | Shares | Other | 2024-08-07 | |
| 2024-03-31 | $963,832 | 81,889 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $793,061 | 81,928 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $800,814 | 81,301 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $679,416 | 79,002 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $586,376 | 73,297 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $526,078 | 65,596 | Shares | Other | 2023-02-09 | |
| 2022-09-30 | $420,556 | 76,465 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $348,547 | 59,076 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $361,277 | 57,620 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $388,821 | 57,264 | Shares | Other | 2022-02-08 | |
| 2021-09-30 | $401,897 | 57,332 | Shares | Other | 2021-11-10 | |
| 2021-06-30 | $392,392 | 56,951 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $412,894 | 56,951 | Shares | Other | 2021-05-11 | |
| 2020-12-31 | $351,744 | 57,009 | Shares | Other | 2021-02-05 | |
| 2020-09-30 | $348,804 | 62,398 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $338,244 | 60,186 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $190,540 | 39,779 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||