Cheviot Value Management, LLC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1427147
BEVERLY HILLS, CA
Position in SMFG
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$17,166
+$2,788 QoQ
Shares Held
728
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#365
of 457 holders
Holding Since
Mar 2025
6 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, 2026Cheviot Value Management, LLC holds $4,820,932 across 7 Banks - Diversified names. SMFG ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,273 | $2,708,001 | |
| 2 | BAC |
Bank Of America Corp /De/
|
13,932 | $793,845 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
7,950 | $656,988 | |
| 4 | C |
Citigroup Inc
|
2,883 | $403,504 | |
| 5 | UBS |
UBS Group AG
|
4,869 | $241,307 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
728 | $17,166 | |
| 7 | TD |
Toronto Dominion Bank
|
1 | $121 |
All Filings in SMFG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,166 | 728 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $14,378 | 728 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $14,072 | 728 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $12,186 | 728 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $11,000 | 728 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $11,254 | 728 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||