Transamerica Financial Advisors, LLC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1502149
CEDAR RAPIDS, IA
Position in SMFG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$355,492
+$62,244 QoQ
Shares Held
15,076
+1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#252
of 457 holders
Holding Since
Mar 2024
10 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, 2026Transamerica Financial Advisors, LLC holds $8,270,134 across 18 Banks - Diversified names. SMFG ranks #7 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,488 | $2,778,377 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
15,105 | $1,248,277 | |
| 3 | C |
Citigroup Inc
|
8,738 | $1,222,970 | |
| 4 | BAC |
Bank Of America Corp /De/
|
9,513 | $542,050 | |
| 5 | TD |
Toronto Dominion Bank
|
3,370 | $409,219 | |
| 6 | SAN |
Banco Santander, S.A.
|
26,327 | $363,312 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
15,076 | $355,492 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
17,593 | $349,924 |
All Filings in SMFG
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,492 | 15,076 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $293,248 | 14,848 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $255,832 | 13,235 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $201,499 | 12,037 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $250,795 | 16,598 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $227,864 | 14,739 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $224,392 | 15,486 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $158,999 | 12,589 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $5,457 | 407 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $4,790 | 407 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||