NEUBERGER BERMAN GROUP LLC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1465109
NEW YORK, NY
Position in SMFG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,811,945
+$707,296 QoQ
Shares Held
142,377
+30.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
13 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026NEUBERGER BERMAN GROUP LLC holds $3,442,967,149 across 18 Banks - Diversified names. SMFG ranks #18 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
7,886,541 | $2,319,904,899 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
4,591,757 | $365,549,773 | |
| 3 | BAC |
Bank Of America Corp /De/
|
7,470,893 | $364,206,033 | |
| 4 | C |
Citigroup Inc
|
780,291 | $88,492,802 | |
| 5 | RY |
Royal Bank Of Canada
|
340,652 | $55,110,680 | |
| 6 | TD |
Toronto Dominion Bank
|
565,988 | $52,812,339 | |
| 7 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
444,996 | $42,163,371 | |
| 8 | BNS |
Bank Of Nova Scotia
|
496,524 | $34,414,078 |
All Filings in SMFG
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,811,945 | 142,377 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $2,104,649 | 108,880 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,471,931 | 87,929 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,117,564 | 73,962 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $1,072,042 | 69,343 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $758,304 | 52,333 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $528,615 | 41,854 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $495,324 | 36,937 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $387,456 | 32,919 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $113,691 | 11,745 | Shares | Defined | 2024-11-14 | |
| 2023-06-30 | $106,837 | 12,423 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $84,608 | 10,576 | Shares | Defined | 2023-05-12 | |
| 2022-09-30 | $55,010 | 10,002 | Shares | Defined | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||