LPL Financial LLC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1403438
FORT MILL, SC
Position in SMFG
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$9,258,661
+$1,017,374 QoQ
Shares Held
468,793
+10.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026LPL Financial LLC holds $2,807,001,853 across 18 Banks - Diversified names. SMFG ranks #16 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,390,938 | $1,585,798,322 | |
| 2 | BAC |
Bank Of America Corp /De/
|
8,659,709 | $422,160,813 | |
| 3 | C |
Citigroup Inc
|
2,232,638 | $253,203,475 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
2,865,275 | $228,104,542 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
804,368 | $95,422,175 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
289,549 | $39,187,561 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
377,367 | $31,129,003 | |
| 8 | RY |
Royal Bank Of Canada
|
169,890 | $27,484,804 |
All Filings in SMFG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,258,661 | 468,793 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $8,241,287 | 426,347 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,168,087 | 368,464 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $7,999,898 | 529,444 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,885,172 | 445,354 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $4,709,134 | 324,992 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,124,802 | 89,058 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,039,865 | 77,544 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $896,214 | 76,144 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $699,563 | 72,269 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,221,440 | 225,527 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,049,904 | 238,361 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,721,784 | 215,223 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,196,228 | 273,844 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,265,440 | 230,080 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,138,287 | 192,930 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,057,987 | 168,738 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $753,038 | 110,904 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $157,717 | 22,499 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $110,853 | 16,089 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $118,392 | 16,330 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $87,003 | 14,101 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $64,050 | 11,458 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $1,082,659 | 192,644 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,396,063 | 500,222 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||