AdvisorShares Investments LLC

Position in SMFG — Sumitomo Mitsui Financial Group, Inc.

CIK 1425930 BETHESDA, MD

Position in SMFG

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,292,184

+$132,069 QoQ

Shares Held

54,800

-6.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#143

of 457 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

AdvisorShares Investments LLC holds $6,897,101 across 4 Banks - Diversified names. SMFG ranks #4 (18.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	80,777	$2,024,271
2	MUFG	Mitsubishi Ufj Financial Group Inc	94,296	$1,875,547
3	BCS	Barclays PLC	63,481	$1,705,099
4	SMFG	Sumitomo Mitsui Financial Group, Inc. This page	54,800	$1,292,184

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,292,184	54,800	-6.7%	Shares	Sole	2026-08-11
2026-03-31	$1,160,115	58,740	-4.8%	Shares	Sole	2026-04-28
2025-12-31	$1,193,008	61,718	+2.8%	Shares	Sole	2026-02-10
2025-09-30	$1,004,734	60,020	-11.5%	Shares	Sole	2025-11-05
2025-06-30	$1,024,745	67,819	+18.5%	Shares	Sole	2025-08-04
2025-03-31	$885,038	57,247	+41.7%	Shares	Sole	2025-05-13
2024-12-31	$585,352	40,397	-12.8%	Shares	Sole	2025-02-14
2024-09-30	$585,236	46,337	-6.0%	Shares	Sole	2024-11-14
2024-06-30	$661,166	49,304	-2.3%	Shares	Sole	2024-08-07
2024-03-31	$594,243	50,488	-1.6%	Shares	Sole	2024-05-14
2023-12-31	$496,584	51,300	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.