BTC Capital Management, Inc.
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1611848
DES MOINES, IA
Position in SMFG
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$3,010,386
+$589,847 QoQ
Shares Held
127,667
+4.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#14
of 142 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 18%
Shared 0%
None 82%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026BTC Capital Management, Inc. holds $49,867,696 across 8 Banks - Diversified names. SMFG ranks #4 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
72,923 | $23,869,884 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
128,450 | $10,615,107 | |
| 3 | UBS |
UBS Group AG
|
74,765 | $3,705,351 | |
| 4 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
127,667 | $3,010,386 | |
| 5 | BCS |
Barclays PLC
|
107,597 | $2,890,054 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
131,341 | $2,612,371 | |
| 7 | ING |
Ing Groep NV
|
82,065 | $2,575,199 | |
| 8 | BAC |
Bank Of America Corp /De/
|
10,343 | $589,344 |
All Filings in SMFG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,010,386 | 127,667 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,420,539 | 122,559 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,323,175 | 120,185 | Shares | Defined | 2026-01-15 | |
| 2025-09-30 | $3,095,510 | 184,917 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,508,410 | 166,010 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $2,458,293 | 159,010 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $2,211,839 | 152,646 | Shares | Defined | 2025-01-23 | |
| 2024-09-30 | $2,119,010 | 167,776 | Shares | Defined | 2024-10-21 | |
| 2024-06-30 | $2,128,166 | 158,700 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $2,164,325 | 183,885 | Shares | Sole | 2024-04-11 | |
| 2023-09-30 | $1,944,242 | 197,385 | Shares | Defined | 2023-10-17 | |
| 2023-06-30 | $1,674,488 | 194,708 | Shares | Defined | 2023-07-11 | |
| 2023-03-31 | $1,552,840 | 194,105 | Shares | Defined | 2023-04-07 | |
| 2022-12-31 | $1,693,494 | 211,159 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $1,313,245 | 238,772 | Shares | Defined | 2022-10-17 | |
| 2022-06-30 | $1,221,600 | 207,051 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $2,680,786 | 427,558 | Shares | Defined | 2022-05-06 | |
| 2021-12-31 | $1,163,390 | 171,339 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $1,184,780 | 169,013 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,149,933 | 166,899 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $1,187,861 | 163,843 | Shares | Defined | 2021-05-04 | |
| 2020-12-31 | $994,454 | 161,176 | Shares | Defined | 2021-01-28 | |
| 2020-09-30 | $748,963 | 133,983 | Shares | Defined | 2020-10-14 | |
| 2020-06-30 | $619,283 | 110,193 | Shares | Defined | 2020-08-04 | |
| 2020-03-31 | $374,102 | 78,101 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||