Chevy Chase Trust Holdings, LLC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1462020
BETHESDA, MD
Position in SMFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$555,192
-$3,406 QoQ
Shares Held
28,111
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 100.ToString("F0")%
None 0.ToString("F0")%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Chevy Chase Trust Holdings, LLC holds $1,255,544,277 across 8 Banks - Diversified names. SMFG ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,936,695 | $569,698,201 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,330,535 | $162,363,581 | |
| 3 | SAN |
Banco Santander, S.A.
|
13,815,641 | $155,840,430 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,542,722 | $122,816,097 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
6,189,329 | $105,032,913 | |
| 6 | C |
Citigroup Inc
|
868,284 | $98,472,088 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
343,638 | $40,765,775 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
28,111 | $555,192 |
All Filings in SMFG
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $555,192 | 28,111 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $558,598 | 28,898 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $556,538 | 33,246 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $503,011 | 33,290 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $521,233 | 33,715 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $483,763 | 33,386 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $456,220 | 36,122 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $558,097 | 41,618 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $434,619 | 36,926 | Shares | Defined | 2024-05-03 | |
| 2023-12-31 | $572,843 | 59,178 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $453,001 | 45,990 | Shares | Defined | 2023-10-23 | |
| 2023-06-30 | $390,156 | 45,367 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $357,408 | 44,676 | Shares | Defined | 2023-05-17 | |
| 2022-12-31 | $289,129 | 36,051 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $172,364 | 31,339 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $216,347 | 36,669 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $227,738 | 36,322 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $141,965 | 20,908 | Shares | Defined | 2022-01-31 | |
| 2021-06-30 | $177,066 | 25,699 | Shares | Defined | 2021-07-20 | |
| 2021-03-31 | $189,471 | 26,134 | Shares | Defined | 2021-04-22 | |
| 2020-06-30 | $106,695 | 18,985 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $95,804 | 20,001 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||