O'SHAUGHNESSY ASSET MANAGEMENT, LLC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1423442
Stamford, CT
Position in SMFG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$14,627,521
+$1,242,598 QoQ
Shares Held
740,634
+7.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026O'SHAUGHNESSY ASSET MANAGEMENT, LLC holds $817,159,920 across 19 Banks - Diversified names. SMFG ranks #14 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
731,961 | $215,313,647 | |
| 2 | C |
Citigroup Inc
|
965,442 | $109,490,776 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,258,382 | $100,179,790 | |
| 4 | BAC |
Bank Of America Corp /De/
|
2,032,905 | $99,104,118 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
633,809 | $52,282,903 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
403,082 | $47,817,617 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
1,308,394 | $28,339,814 | |
| 8 | BCS |
Barclays PLC
|
1,063,732 | $22,508,568 |
All Filings in SMFG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,627,521 | 740,634 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $13,384,923 | 692,443 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $10,551,824 | 630,336 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $9,071,364 | 600,355 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $9,766,004 | 631,695 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $8,612,247 | 594,358 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $7,668,279 | 607,148 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $7,835,731 | 584,320 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,164,561 | 523,752 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,228,746 | 436,854 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,871,966 | 393,093 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $2,242,295 | 260,732 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,854,904 | 231,863 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,548,333 | 193,059 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,263,712 | 411,584 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $2,203,849 | 373,534 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $4,811,992 | 767,463 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $5,934,404 | 873,992 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $6,560,574 | 935,888 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $3,356,422 | 487,144 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $2,470,771 | 340,796 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,634,050 | 264,838 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,441,839 | 257,932 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,163,542 | 207,036 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $343,093 | 71,627 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||