CAPTRUST FINANCIAL ADVISORS
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1512024
RALEIGH, NC
Position in SMFG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,248,734
+$383,760 QoQ
Shares Held
137,775
-5.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#91
of 460 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $1,123,719,055 across 19 Banks - Diversified names. SMFG ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,342,164 | $439,330,542 | |
| 2 | BAC |
Bank Of America Corp /De/
|
4,018,292 | $228,962,278 | |
| 3 | C |
Citigroup Inc
|
915,968 | $128,198,881 | |
| 4 | UBS |
UBS Group AG
|
2,036,912 | $100,949,358 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
1,067,096 | $88,184,813 | |
| 6 | BNY |
Bank of New York Mellon Corp
|
526,506 | $76,138,032 | |
| 7 | RY |
Royal Bank Of Canada
|
97,958 | $20,274,367 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
188,290 | $17,904,496 |
All Filings in SMFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,248,734 | 137,775 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,864,974 | 145,062 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,581,038 | 133,525 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $808,575 | 48,302 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $680,463 | 45,034 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $724,764 | 46,880 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $282,018 | 19,463 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $555,568 | 43,988 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $535,018 | 39,897 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $386,597 | 32,846 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $518,199 | 53,533 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $930,499 | 94,467 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $336,956 | 39,181 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $293,328 | 36,666 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $272,776 | 34,012 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $138,017 | 25,094 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $81,650 | 13,839 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $100,608 | 16,046 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $61,252 | 9,021 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $182,743 | 26,069 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $158,848 | 23,055 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $151,590 | 20,909 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $76,440 | 12,389 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $98,607 | 17,640 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $79,028 | 14,062 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $78,843 | 16,460 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||