Coastal Bridge Advisors, LLC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1665976
WESTPORT, CT
Position in SMFG
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$268,977
+$43,689 QoQ
Shares Held
11,407
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#284
of 457 holders
Holding Since
Jun 2025
5 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, 2026Coastal Bridge Advisors, LLC holds $22,182,941 across 7 Banks - Diversified names. SMFG ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
45,668 | $14,948,506 | |
| 2 | BAC |
Bank Of America Corp /De/
|
77,971 | $4,442,787 | |
| 3 | C |
Citigroup Inc
|
7,710 | $1,079,091 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
8,688 | $717,976 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
3,338 | $482,708 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
11,407 | $268,977 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
12,212 | $242,896 |
All Filings in SMFG
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $268,977 | 11,407 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $225,288 | 11,407 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $270,755 | 14,007 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $239,382 | 14,300 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $223,628 | 14,800 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||