Choate Investment Advisors
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1399794
BOSTON, MA
Position in SMFG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$345,258
+$56,079 QoQ
Shares Held
14,642
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#255
of 457 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 38%
Shared 0%
None 62%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Choate Investment Advisors holds $65,689,889 across 14 Banks - Diversified names. SMFG ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
159,923 | $52,347,595 | |
| 2 | BAC |
Bank Of America Corp /De/
|
73,942 | $4,213,215 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
40,308 | $3,331,053 | |
| 4 | C |
Citigroup Inc
|
18,581 | $2,600,596 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
5,580 | $530,602 | |
| 6 | RY |
Royal Bank Of Canada
|
1,905 | $394,277 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
19,666 | $391,156 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
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|
14,642 | $345,258 |
All Filings in SMFG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $345,258 | 14,642 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $289,179 | 14,642 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $271,818 | 14,062 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $235,397 | 14,062 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $212,476 | 14,062 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $226,829 | 14,672 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $156,448 | 10,797 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||