RITHOLTZ WEALTH MANAGEMENT
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1698218
NEW YORK, NY
Position in SMFG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,292,357
+$599,958 QoQ
Shares Held
139,625
+2.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#89
of 460 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $165,375,231 across 19 Banks - Diversified names. SMFG ranks #15 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
99,633 | $32,612,869 | |
| 2 | C |
Citigroup Inc
|
132,051 | $18,481,857 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
188,863 | $17,958,982 | |
| 4 | BAC |
Bank Of America Corp /De/
|
268,949 | $15,324,714 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
453,258 | $11,358,645 | |
| 6 | RY |
Royal Bank Of Canada
|
38,756 | $8,021,329 | |
| 7 | UBS |
UBS Group AG
|
158,219 | $7,841,333 | |
| 8 | WFC |
Wells Fargo & Company/Mn
|
90,739 | $7,498,670 |
All Filings in SMFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,292,357 | 139,625 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,692,399 | 136,324 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,467,513 | 127,652 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,112,487 | 126,194 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $1,924,031 | 127,335 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,132,212 | 137,918 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,258,165 | 155,843 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,114,173 | 167,393 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $2,140,410 | 159,613 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,391,284 | 118,206 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $983,400 | 101,591 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $890,489 | 90,405 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $559,266 | 65,031 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $424,432 | 53,054 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $389,106 | 48,517 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $232,160 | 42,211 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $249,581 | 42,302 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $900,578 | 143,633 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $1,101,799 | 162,268 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $910,332 | 129,862 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $737,374 | 107,021 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $537,246 | 74,103 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $289,588 | 46,935 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $259,974 | 46,507 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $231,650 | 41,219 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $66,633 | 13,911 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||