Position in SMFG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,517,122
+$620,963 QoQ
Shares Held
149,157
+1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#11
of 142 holders
Holding Since
Mar 2020
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Caprock Group, LLC holds $114,510,858 across 18 Banks - Diversified names. SMFG ranks #8 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
104,320 | $34,147,065 | |
| 2 | C |
Citigroup Inc
|
123,188 | $17,241,392 | |
| 3 | BAC |
Bank Of America Corp /De/
|
213,426 | $12,161,013 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
107,516 | $8,885,122 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
54,370 | $7,862,445 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
65,562 | $6,234,290 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
161,397 | $4,044,608 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
149,157 | $3,517,122 |
All Filings in SMFG
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,517,122 | 149,157 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,896,159 | 146,641 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,974,403 | 153,875 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,533,297 | 151,332 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $2,394,800 | 154,903 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,894,857 | 130,770 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,627,287 | 128,843 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,794,807 | 133,841 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $572,457 | 48,637 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $470,118 | 48,566 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $413,581 | 41,988 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $235,949 | 27,436 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $211,160 | 26,395 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $80,416 | 10,027 | Shares | Sole | 2023-01-23 | |
| 2021-09-30 | $85,697 | 12,225 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $92,126 | 13,371 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $86,499 | 11,931 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $74,101 | 12,010 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $140,213 | 25,083 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $130,608 | 23,240 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $138,129 | 28,837 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||