Crossmark Global Holdings, Inc.
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1539204
HOUSTON, TX
Position in SMFG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$11,236,883
+$1,861,894 QoQ
Shares Held
476,543
+0.4% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#3
of 142 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Crossmark Global Holdings, Inc. holds $430,790,297 across 18 Banks - Diversified names. SMFG ranks #11 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
225,657 | $73,864,305 | |
| 2 | C |
Citigroup Inc
|
462,377 | $64,714,284 | |
| 3 | BAC |
Bank Of America Corp /De/
|
1,114,193 | $63,486,717 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
433,418 | $41,213,717 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
468,019 | $38,677,090 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
1,244,708 | $31,192,382 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
152,878 | $22,107,687 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
855,487 | $17,015,636 |
All Filings in SMFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,236,883 | 476,543 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $9,374,989 | 474,683 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $8,948,011 | 462,908 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $8,913,464 | 532,465 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,045,213 | 532,443 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $7,708,386 | 498,602 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $7,221,786 | 498,398 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $6,238,928 | 493,977 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $5,444,245 | 405,984 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $4,929,181 | 418,792 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,151,945 | 428,920 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,190,977 | 425,480 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,735,581 | 434,370 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $3,577,832 | 447,229 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $3,542,882 | 441,756 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,581,017 | 469,276 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $2,753,659 | 466,722 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $2,900,212 | 462,554 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $3,211,894 | 473,033 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $13,022,582 | 1,857,715 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $12,422,270 | 1,802,942 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $13,062,847 | 1,801,772 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $11,584,094 | 1,877,487 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $10,533,482 | 1,884,344 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $2,800,333 | 498,280 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,290,213 | 478,124 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||