Gradient Investments LLC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1542265
ARDEN HILLS, MN
Position in SMFG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$5,926,620
+$1,250,531 QoQ
Shares Held
251,341
+6.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#6
of 142 holders
Holding Since
Sep 2022
16 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, 2026Gradient Investments LLC holds $193,578,045 across 12 Banks - Diversified names. SMFG ranks #12 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
205,948 | $67,412,958 | |
| 2 | BAC |
Bank Of America Corp /De/
|
707,836 | $40,332,495 | |
| 3 | C |
Citigroup Inc
|
149,497 | $20,923,600 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
180,333 | $14,902,719 | |
| 5 | CM |
Canadian Imperial Bank Of Commerce /Can/
|
57,990 | $6,668,850 | |
| 6 | RY |
Royal Bank Of Canada
|
32,151 | $6,654,292 | |
| 7 | UBS |
UBS Group AG
|
132,484 | $6,565,907 | |
| 8 | BCS |
Barclays PLC
|
228,174 | $6,128,753 |
All Filings in SMFG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,926,620 | 251,341 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $4,676,089 | 236,764 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,103,722 | 108,832 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,227,879 | 73,350 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $654,655 | 43,326 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $538,286 | 34,818 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $499,571 | 34,477 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $604,560 | 47,867 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $651,350 | 48,572 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $574,128 | 48,779 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $510,252 | 52,712 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $558,445 | 56,695 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $478,031 | 55,585 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $451,648 | 56,456 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $560,493 | 69,887 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $401,885 | 73,070 | Shares | Sole | 2022-10-14 | |
| No filing history on record for this holder in this stock. | ||||||