MISSION WEALTH MANAGEMENT, LP
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1645382
Santa Barbara, CA
Position in SMFG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,391,668
+$346,676 QoQ
Shares Held
59,019
+11.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#140
of 457 holders
Holding Since
Dec 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, 2026MISSION WEALTH MANAGEMENT, LP holds $65,082,005 across 14 Banks - Diversified names. SMFG ranks #6 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
110,524 | $36,177,820 | |
| 2 | BAC |
Bank Of America Corp /De/
|
186,562 | $10,630,302 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
102,870 | $8,501,176 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
15,474 | $2,237,695 | |
| 5 | C |
Citigroup Inc
|
12,447 | $1,742,082 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
59,019 | $1,391,668 | |
| 7 | HSBC |
Hsbc Holdings PLC
|
10,521 | $1,000,441 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
47,053 | $935,884 |
All Filings in SMFG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,391,668 | 59,019 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,044,992 | 52,911 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,042,795 | 53,947 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $908,613 | 54,278 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $878,374 | 58,132 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $870,367 | 56,298 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $775,809 | 53,541 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $812,121 | 64,301 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $868,914 | 64,796 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $791,025 | 67,207 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $679,584 | 70,205 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $641,619 | 65,139 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $569,698 | 66,244 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $552,048 | 69,006 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $570,149 | 71,091 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $401,186 | 72,943 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $418,133 | 70,870 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $336,880 | 53,729 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $309,203 | 45,538 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $285,706 | 40,757 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $284,984 | 41,362 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $293,204 | 40,442 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $174,611 | 28,300 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||