Creative Planning
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1540235
OVERLAND PARK, KS
Position in SMFG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$15,100,533
+$2,288,185 QoQ
Shares Held
764,584
+15.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Creative Planning holds $1,049,902,900 across 19 Banks - Diversified names. SMFG ranks #12 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,543,468 | $454,026,546 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,662,719 | $178,557,551 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,321,100 | $105,172,770 | |
| 4 | RY |
Royal Bank Of Canada
|
295,907 | $47,871,833 | |
| 5 | C |
Citigroup Inc
|
369,286 | $41,880,724 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
316,683 | $26,123,179 | |
| 7 | SAN |
Banco Santander, S.A.
|
2,285,033 | $25,775,171 | |
| 8 | TD |
Toronto Dominion Bank
|
264,504 | $24,680,867 |
All Filings in SMFG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,100,533 | 764,584 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $12,812,348 | 662,822 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,394,789 | 561,218 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $7,491,008 | 495,765 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $8,836,116 | 571,547 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,915,033 | 477,228 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,755,068 | 376,490 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $4,799,635 | 357,915 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $3,629,302 | 308,352 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,371,512 | 244,991 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,234,176 | 226,820 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,686,348 | 196,087 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $1,265,368 | 158,171 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,018,820 | 127,035 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $684,442 | 124,444 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $481,611 | 81,629 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $318,321 | 50,769 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $324,745 | 47,827 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $328,306 | 46,834 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $176,707 | 25,647 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $316,846 | 43,703 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $247,805 | 40,163 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $242,879 | 43,449 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $103,497 | 18,416 | Shares | Sole | 2020-07-23 | |
| No filing history on record for this holder in this stock. | ||||||