Position in SMFG
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,554,316
+$1,116,610 QoQ
Shares Held
235,552
+4.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#67
of 459 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SIGNATUREFD, LLC holds $106,201,202 across 19 Banks - Diversified names. SMFG ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
85,250 | $27,904,882 | |
| 2 | BAC |
Bank Of America Corp /De/
|
199,983 | $11,395,031 | |
| 3 | RY |
Royal Bank Of Canada
|
33,428 | $6,918,593 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
307,497 | $6,116,115 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
73,570 | $6,079,824 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
235,552 | $5,554,316 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
57,080 | $5,427,737 | |
| 8 | SAN |
Banco Santander, S.A.
|
388,883 | $5,366,585 |
All Filings in SMFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,554,316 | 235,552 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $4,437,706 | 224,694 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $4,270,518 | 220,927 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,642,590 | 217,598 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,254,965 | 215,418 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $3,452,960 | 223,348 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,204,666 | 221,164 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,694,648 | 213,353 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $2,818,191 | 210,156 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $2,363,192 | 200,781 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,824,660 | 188,498 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,773,403 | 180,041 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $1,463,264 | 170,147 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,323,776 | 165,472 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,274,490 | 158,914 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,133,572 | 206,104 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,149,697 | 194,864 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,234,820 | 196,941 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,281,727 | 188,767 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $1,324,273 | 188,912 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,260,794 | 182,989 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,293,552 | 178,421 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,103,066 | 178,779 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,029,186 | 184,112 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $1,047,843 | 186,449 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $466,057 | 97,298 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||