ENVESTNET ASSET MANAGEMENT INC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1407543
Berwyn, PA
Position in SMFG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$53,374,037
+$9,898,678 QoQ
Shares Held
2,263,530
+2.8% QoQ
Ownership
0.036%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#10
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, 2026ENVESTNET ASSET MANAGEMENT INC holds $4,864,006,307 across 19 Banks - Diversified names. SMFG ranks #13 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,273,067 | $2,380,693,021 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
6,354,354 | $525,123,814 | |
| 3 | BAC |
Bank Of America Corp /De/
|
9,107,517 | $518,946,318 | |
| 4 | C |
Citigroup Inc
|
2,782,648 | $389,459,414 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
2,239,139 | $323,801,890 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
4,822,539 | $95,920,300 | |
| 7 | SAN |
Banco Santander, S.A.
|
6,104,333 | $84,239,795 | |
| 8 | UBS |
UBS Group AG
|
1,686,431 | $83,579,520 |
All Filings in SMFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,374,037 | 2,263,530 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $43,475,359 | 2,201,284 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $39,787,228 | 2,058,315 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $33,397,388 | 1,995,065 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $34,789,430 | 2,302,411 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $29,737,340 | 1,923,502 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $26,135,381 | 1,803,684 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $21,884,480 | 1,732,738 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $19,292,068 | 1,438,633 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $18,399,782 | 1,563,278 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $11,829,308 | 1,222,036 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $18,988,110 | 1,927,727 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $16,725,099 | 1,944,779 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $17,416,456 | 2,177,057 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $15,033,546 | 1,874,507 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $10,665,589 | 1,939,198 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $8,590,476 | 1,456,013 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $9,473,932 | 1,510,994 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $8,387,863 | 1,235,326 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $9,138,418 | 1,303,626 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $7,750,471 | 1,124,887 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $6,626,391 | 913,985 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $5,337,346 | 865,048 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $6,850,986 | 1,225,579 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $8,180,477 | 1,455,601 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $7,281,164 | 1,520,076 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||