Sequoia Financial Advisors, LLC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1599900
Akron, OH
Position in SMFG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,576,798
-$442,700 QoQ
Shares Held
109,279
-28.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#15
of 142 holders
Holding Since
Jun 2020
24 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, 2026Sequoia Financial Advisors, LLC holds $294,713,915 across 18 Banks - Diversified names. SMFG ranks #11 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
390,881 | $127,947,077 | |
| 2 | BAC |
Bank Of America Corp /De/
|
1,064,968 | $60,681,876 | |
| 3 | C |
Citigroup Inc
|
279,216 | $39,079,071 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
301,752 | $24,936,785 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
63,485 | $9,180,565 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
59,033 | $5,613,447 | |
| 7 | RY |
Royal Bank Of Canada
|
20,866 | $4,318,636 | |
| 8 | SAN |
Banco Santander, S.A.
|
259,838 | $3,585,764 |
All Filings in SMFG
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,576,798 | 109,279 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $3,019,498 | 152,886 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,918,135 | 99,231 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,634,326 | 97,630 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,373,423 | 90,895 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,368,101 | 88,493 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,233,388 | 85,120 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $1,048,934 | 83,051 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,165,758 | 86,932 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,021,777 | 86,812 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $803,236 | 82,979 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $699,615 | 71,027 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $580,715 | 67,525 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $462,224 | 57,778 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $487,864 | 60,831 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $278,740 | 50,680 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $249,676 | 42,318 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $264,888 | 42,247 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $150,038 | 22,097 | Shares | Sole | 2022-02-22 | |
| 2021-06-30 | $77,684 | 11,275 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $80,881 | 11,156 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $68,172 | 11,049 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $60,355 | 10,797 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $57,222 | 10,182 | Shares | Sole | 2020-08-25 | |
| No filing history on record for this holder in this stock. | ||||||