ATLAS CAPITAL ADVISORS INC.
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1434165
JACKSON, WY
Position in SMFG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$437,338
+$214,558 QoQ
Shares Held
18,547
+64.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#233
of 458 holders
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 Jun 30, 2026ATLAS CAPITAL ADVISORS INC. holds $12,349,666 across 16 Banks - Diversified names. SMFG ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
12,081 | $3,954,473 | |
| 2 | SAN |
Banco Santander, S.A.
|
105,837 | $1,460,550 | |
| 3 | BCS |
Barclays PLC
|
51,917 | $1,394,490 | |
| 4 | UBS |
UBS Group AG
|
22,796 | $1,129,769 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
48,078 | $956,271 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
37,092 | $929,525 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
18,547 | $437,338 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
4,370 | $415,543 |
All Filings in SMFG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,338 | 18,547 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $222,780 | 11,280 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $522,180 | 27,014 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $380,031 | 25,151 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $484,222 | 31,321 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $448,885 | 30,979 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $397,440 | 31,468 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $424,051 | 31,622 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $322,368 | 27,389 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $271,311 | 28,028 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $276,075 | 28,028 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $241,040 | 28,028 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $239,776 | 29,972 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $240,375 | 29,972 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $253,918 | 46,167 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $272,385 | 46,167 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $159,571 | 25,450 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $158,383 | 23,326 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $163,515 | 23,326 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $150,505 | 21,844 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $144,652 | 19,952 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $123,103 | 19,952 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $128,441 | 22,977 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $276,768 | 49,247 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $235,893 | 49,247 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||