SIGNATUREFD, LLC

Position in SMFG — Sumitomo Mitsui Financial Group, Inc.

CIK 1456048 ATLANTA, GA

Position in SMFG

as of Mar 31, 2026 · filed Apr 7, 2026 Compact

Position Value

$4,437,706

+$167,188 QoQ

Shares Held

224,694

+1.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.28883726312229074.ToString("F0")% Shared 0.ToString("F0")% None 99.71116273687771.ToString("F0")%

Financial Services · as of Mar 31, 2026

SIGNATUREFD, LLC holds $86,987,490 across 19 Banks - Diversified names. SMFG ranks #7 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	83,876	$24,672,964
2	BAC	Bank Of America Corp /De/	195,635	$9,537,206
3	WFC	Wells Fargo & Company/Mn	74,407	$5,923,541
4	RY	Royal Bank Of Canada	30,788	$4,980,882
5	MUFG	Mitsubishi Ufj Financial Group Inc	291,215	$4,941,918
6	HSBC	Hsbc Holdings PLC	58,089	$4,791,761
7	SMFG	Sumitomo Mitsui Financial Group, Inc. This page	224,694	$4,437,706
8	SAN	Banco Santander, S.A.	360,794	$4,069,756

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$4,437,706	224,694	+1.7%	Shares	Sole	2026-04-07
2025-12-31	$4,270,518	220,927	+1.5%	Shares	Sole	2026-01-20
2025-09-30	$3,642,590	217,598	+1.0%	Shares	Sole	2025-10-21
2025-06-30	$3,254,965	215,418	-3.6%	Shares	Sole	2025-07-16
2025-03-31	$3,452,960	223,348	+1.0%	Shares	Sole	2025-05-02
2024-12-31	$3,204,666	221,164	+3.7%	Shares	Sole	2025-02-10
2024-09-30	$2,694,648	213,353	+1.5%	Shares	Sole	2024-10-21
2024-06-30	$2,818,191	210,156	+4.7%	Shares	Sole	2024-07-29
2024-03-31	$2,363,192	200,781	+6.5%	Shares	Sole	2024-05-03
2023-12-31	$1,824,660	188,498	+4.7%	Shares	Sole	2024-02-01
2023-09-30	$1,773,403	180,041	+5.8%	Shares	Sole	2023-11-03
2023-06-30	$1,463,264	170,147	+2.8%	Shares	Sole	2023-08-01
2023-03-31	$1,323,776	165,472	+4.1%	Shares	Sole	2023-04-28
2022-12-31	$1,274,490	158,914	-22.9%	Shares	Sole	2023-01-30
2022-09-30	$1,133,572	206,104	+5.8%	Shares	Sole	2022-11-08
2022-06-30	$1,149,697	194,864	-1.1%	Shares	Sole	2022-08-10
2022-03-31	$1,234,820	196,941	+4.3%	Shares	Sole	2022-05-02
2021-12-31	$1,281,727	188,767	-0.1%	Shares	Sole	2022-01-25
2021-09-30	$1,324,273	188,912	+3.2%	Shares	Sole	2021-10-28
2021-06-30	$1,260,794	182,989	+2.6%	Shares	Sole	2021-07-26
2021-03-31	$1,293,552	178,421	-0.2%	Shares	Sole	2021-04-30
2020-12-31	$1,103,066	178,779	-2.9%	Shares	Sole	2021-02-11
2020-09-30	$1,029,186	184,112	-1.3%	Shares	Sole	2020-11-03
2020-06-30	$1,047,843	186,449	+91.6%	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.