Cetera Investment Advisers
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1666741
SCHAUMBURG, IL
Position in SMFG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$5,627,150
+$249,815 QoQ
Shares Held
284,919
+2.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 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 Mar 31, 2026Cetera Investment Advisers holds $802,767,070 across 18 Banks - Diversified names. SMFG ranks #15 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,417,978 | $417,112,408 | |
| 2 | BAC |
Bank Of America Corp /De/
|
2,066,180 | $100,726,275 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
1,021,817 | $81,346,851 | |
| 4 | C |
Citigroup Inc
|
605,729 | $68,695,725 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
394,578 | $46,808,788 | |
| 6 | RY |
Royal Bank Of Canada
|
77,412 | $12,523,713 | |
| 7 | TD |
Toronto Dominion Bank
|
93,187 | $8,695,278 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
392,141 | $8,493,774 |
All Filings in SMFG
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,627,150 | 284,919 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $5,377,335 | 278,186 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,544,675 | 271,486 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,262,198 | 282,078 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,951,251 | 255,579 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $3,206,955 | 221,322 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,027,544 | 160,534 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,803,926 | 134,521 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $1,367,426 | 116,179 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $141,986 | 14,668 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $290,801 | 29,523 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $258,645 | 30,075 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $230,720 | 28,840 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $274,965 | 34,285 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $137,181 | 24,942 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $146,915 | 24,901 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $147,413 | 23,511 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $113,291 | 16,685 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $111,977 | 15,974 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $73,860 | 10,720 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||