Position in SMFG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$17,296,919
+$4,750,396 QoQ
Shares Held
733,542
+15.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#28
of 460 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 47%
Shared 0%
None 53%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026UBS Group AG holds $16,312,286,841 across 20 Banks - Diversified names. SMFG ranks #17 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
18,807,767 | $6,156,346,365 | |
| 2 | UBS |
UBS Group AG
|
107,137,265 | $5,309,722,851 | |
| 3 | BAC |
Bank Of America Corp /De/
|
22,503,004 | $1,282,221,165 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
10,975,364 | $907,004,079 | |
| 5 | C |
Citigroup Inc
|
6,069,739 | $849,520,668 | |
| 6 | TD |
Toronto Dominion Bank
|
4,007,209 | $486,595,387 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
2,491,266 | $360,261,973 | |
| 8 | RY |
Royal Bank Of Canada
|
1,279,914 | $264,903,798 |
All Filings in SMFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,296,919 | 733,542 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $12,546,523 | 635,267 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $14,135,159 | 731,255 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $6,224,951 | 371,861 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $7,003,514 | 463,502 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $13,866,397 | 896,921 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $9,652,280 | 666,134 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,703,827 | 530,786 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,795,066 | 357,574 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,905,226 | 331,795 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,324,702 | 343,461 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $3,392,763 | 344,443 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $3,029,031 | 352,213 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $6,534,848 | 816,856 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $302,650 | 37,737 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $197,631 | 35,933 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $147,299 | 24,966 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $2,266,385 | 361,465 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $2,205,907 | 324,876 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,489,410 | 355,123 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,364,510 | 343,180 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,496,755 | 344,380 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $2,080,042 | 337,122 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $2,004,937 | 358,665 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,379,047 | 423,318 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $2,075,353 | 433,268 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||