Position in SMFG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,080,954
+$178,024 QoQ
Shares Held
45,842
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#155
of 457 holders
Holding Since
Mar 2020
23 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, 2026Ellevest, Inc. holds $12,470,532 across 12 Banks - Diversified names. SMFG ranks #5 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
78,814 | $1,975,078 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
5,942 | $1,944,994 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
17,993 | $1,710,954 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
10,839 | $1,567,427 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
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|
45,842 | $1,080,954 | |
| 6 | BAC |
Bank Of America Corp /De/
|
15,169 | $864,329 | |
| 7 | C |
Citigroup Inc
|
5,883 | $823,384 | |
| 8 | BCS |
Barclays PLC
|
23,555 | $632,687 |
All Filings in SMFG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,080,954 | 45,842 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $902,930 | 45,718 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $904,122 | 46,773 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $791,534 | 47,284 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $639,999 | 42,356 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $875,175 | 56,609 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $903,712 | 62,368 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $716,664 | 56,743 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $887,339 | 66,170 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $133,106 | 11,309 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $98,029 | 10,127 | Shares | Sole | 2024-02-06 | |
| 2023-03-31 | $19,024 | 2,378 | Shares | Sole | 2023-05-04 | |
| 2022-09-30 | $891 | 162 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $955 | 162 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $5,586 | 891 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $10,904 | 1,606 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $71,214 | 10,159 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $280,450 | 40,704 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $109,380 | 15,087 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $109,529 | 17,752 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $35,323 | 6,319 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $22,968 | 4,087 | Shares | Sole | 2020-07-06 | |
| 2020-03-31 | $37,845 | 7,901 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||