Vident Advisory, LLC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1744347
Alpharetta, GA
Position in SMFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,134,445
+$1,499,053 QoQ
Shares Held
259,972
+38.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Vident Advisory, LLC holds $185,619,405 across 18 Banks - Diversified names. SMFG ranks #9 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
163,755 | $48,170,168 | |
| 2 | BAC |
Bank Of America Corp /De/
|
982,302 | $47,887,221 | |
| 3 | C |
Citigroup Inc
|
210,172 | $23,835,604 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
153,001 | $12,180,407 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
116,003 | $9,569,086 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
474,451 | $8,051,432 | |
| 7 | SAN |
Banco Santander, S.A.
|
640,444 | $7,224,207 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
293,843 | $6,364,637 |
All Filings in SMFG
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,134,445 | 259,972 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $3,635,392 | 188,070 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $3,261,721 | 194,846 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,574,698 | 170,397 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,718,193 | 111,138 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,321,646 | 91,211 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,219,464 | 96,553 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,187,401 | 88,546 | Shares | Defined | 2024-08-14 | |
| 2023-12-31 | $813,245 | 84,013 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $774,052 | 78,584 | Shares | Defined | 2024-02-21 | |
| No filing history on record for this holder in this stock. | ||||||