Vanguard Personalized Indexing Management, LLC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1767306
OAKLAND, CA
Position in SMFG
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,819,775
+$859,229 QoQ
Shares Held
204,401
+1.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#73
of 460 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $419,017,420 across 19 Banks - Diversified names. SMFG ranks #15 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
542,873 | $177,698,619 | |
| 2 | BAC |
Bank Of America Corp /De/
|
947,094 | $53,965,416 | |
| 3 | C |
Citigroup Inc
|
262,954 | $36,803,041 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
395,099 | $32,650,981 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
134,890 | $19,506,442 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
140,755 | $13,384,392 | |
| 7 | RY |
Royal Bank Of Canada
|
58,402 | $12,087,461 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
518,540 | $10,313,760 |
All Filings in SMFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,819,775 | 204,401 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $3,960,546 | 200,534 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,406,138 | 227,943 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,086,752 | 244,131 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,795,616 | 251,199 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,792,987 | 245,342 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $3,259,612 | 224,956 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,884,262 | 228,366 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,835,772 | 211,467 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,063,104 | 175,285 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,282,725 | 132,513 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,136,827 | 115,414 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $836,375 | 97,253 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $643,848 | 80,481 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $596,487 | 74,375 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $741,339 | 134,789 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $540,044 | 91,533 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $600,590 | 95,788 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $553,466 | 81,512 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $462,071 | 65,916 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $408,342 | 59,266 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $577,274 | 79,624 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $527,022 | 85,417 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $436,193 | 78,031 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $304,530 | 54,187 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $985,949 | 205,835 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||