SAGE RHINO CAPITAL LLC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1771605
MENLO PARK, CA
Position in SMFG
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$803,842
+$132,599 QoQ
Shares Held
34,090
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#182
of 458 holders
Holding Since
Mar 2020
26 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, 2026SAGE RHINO CAPITAL LLC holds $11,011,206 across 11 Banks - Diversified names. SMFG ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
9,855 | $3,225,837 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
18,393 | $1,519,997 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
12,540 | $1,192,428 | |
| 4 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
34,090 | $803,842 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
31,941 | $800,441 | |
| 6 | SAN |
Banco Santander, S.A.
|
54,671 | $754,459 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
37,641 | $748,679 | |
| 8 | UBS |
UBS Group AG
|
14,030 | $695,326 |
All Filings in SMFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $803,842 | 34,090 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $671,243 | 33,987 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $659,752 | 34,131 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $588,025 | 35,127 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $534,637 | 35,383 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $552,834 | 35,759 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $527,754 | 36,422 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $468,914 | 37,127 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $495,539 | 36,953 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $435,537 | 37,004 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $348,528 | 36,005 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $362,194 | 36,771 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $306,151 | 35,599 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $280,672 | 35,084 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $274,243 | 34,195 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $199,056 | 36,192 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $214,252 | 36,314 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $229,751 | 36,643 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $246,232 | 36,264 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $244,417 | 34,867 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $243,320 | 35,315 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $244,317 | 33,699 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $203,807 | 33,032 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $182,910 | 32,721 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $167,256 | 29,761 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $105,878 | 22,104 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||