Chevy Chase Trust Holdings, LLC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1462020
BETHESDA, MD
Position in SMFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$673,491
+$118,299 QoQ
Shares Held
28,562
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#196
of 458 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Chevy Chase Trust Holdings, LLC holds $1,407,718,950 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
|
1,889,723 | $618,563,029 | |
| 2 | SAN |
Banco Santander, S.A.
|
14,003,466 | $193,247,830 | |
| 3 | BAC |
Bank Of America Corp /De/
|
3,206,471 | $182,704,717 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
6,274,113 | $124,792,107 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
1,485,960 | $122,799,734 | |
| 6 | C |
Citigroup Inc
|
830,979 | $116,303,820 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
336,313 | $48,634,222 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
28,562 | $673,491 |
All Filings in SMFG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $673,491 | 28,562 | Shares | Defined | 2026-08-14 | |
| 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. | ||||||