Cerity Partners LLC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1566475
NEW YORK, NY
Position in SMFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$9,375,423
+$1,080,902 QoQ
Shares Held
474,705
+10.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 2%
Shared 17%
None 81%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Cerity Partners LLC holds $1,144,922,273 across 19 Banks - Diversified names. SMFG ranks #10 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,094,775 | $616,199,014 | |
| 2 | BAC |
Bank Of America Corp /De/
|
4,130,968 | $201,384,688 | |
| 3 | C |
Citigroup Inc
|
1,103,143 | $125,107,446 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
1,051,839 | $83,736,901 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
136,685 | $16,214,941 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
792,470 | $13,448,214 | |
| 7 | SAN |
Banco Santander, S.A.
|
954,582 | $10,767,683 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
129,896 | $10,715,119 |
All Filings in SMFG
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,375,423 | 474,705 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $8,294,521 | 429,101 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $7,554,176 | 451,265 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,934,386 | 458,927 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $7,238,526 | 468,210 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $4,632,887 | 319,730 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $4,458,933 | 353,043 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $3,594,604 | 268,054 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,083,342 | 346,928 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,348,348 | 242,598 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $2,176,643 | 220,979 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,066,055 | 240,239 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,886,976 | 235,872 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $1,732,263 | 215,993 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,323,344 | 240,608 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $891,183 | 151,048 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $159,797 | 25,486 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $268,435 | 39,534 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||