Position in SMFG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$770,146
+$125,092 QoQ
Shares Held
32,661
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#187
of 458 holders
Holding Since
Dec 2021
18 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, 2026MATHER GROUP, LLC. holds $29,547,648 across 18 Banks - Diversified names. SMFG ranks #7 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
39,077 | $12,791,074 | |
| 2 | BAC |
Bank Of America Corp /De/
|
132,948 | $7,575,377 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
30,649 | $2,532,833 | |
| 4 | C |
Citigroup Inc
|
10,760 | $1,505,969 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
9,358 | $1,353,260 | |
| 6 | SAN |
Banco Santander, S.A.
|
88,521 | $1,221,589 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
32,661 | $770,146 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
21,744 | $544,904 |
All Filings in SMFG
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $770,146 | 32,661 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $645,054 | 32,661 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $631,337 | 32,661 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $547,548 | 32,709 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $494,232 | 32,709 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $505,681 | 32,709 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $473,953 | 32,709 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $413,114 | 32,709 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $438,211 | 32,678 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $385,585 | 32,760 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $316,323 | 32,678 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $321,878 | 32,678 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $281,168 | 32,694 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $241,768 | 30,221 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $242,372 | 30,221 | Shares | Sole | 2023-03-10 | |
| 2022-09-30 | $180,400 | 32,800 | Shares | Sole | 2022-11-15 | |
| 2022-03-31 | $261,622 | 41,726 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $287,875 | 42,397 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||