Y-Intercept (Hong Kong) Ltd

Position in SMFG — Sumitomo Mitsui Financial Group, Inc.

CIK 1772875 HONG KONG, K3

Position in SMFG

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$1,798,281

+$621,596 QoQ

Shares Held

76,263

+28.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

of 58 holders

Holding Since

Dec 2020

10 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Jun 30, 2026

Y-Intercept (Hong Kong) Ltd holds $56,750,078 across 10 Banks - Diversified names. SMFG ranks #6 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	71,175	$23,297,712
2	WFC	Wells Fargo & Company/Mn	93,709	$7,744,111
3	BAC	Bank Of America Corp /De/	126,924	$7,232,129
4	BNY	Bank of New York Mellon Corp	40,531	$5,861,187
5	C	Citigroup Inc	40,891	$5,723,104
6	SMFG	Sumitomo Mitsui Financial Group, Inc. This page	76,263	$1,798,281
7	NTB	Bank of N.T. Butterfield & Son Ltd	28,063	$1,669,748
8	MUFG	Mitsubishi Ufj Financial Group Inc	80,948	$1,610,055

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,798,281	76,263	+28.0%	Shares	Sole	2026-07-14
2026-03-31	$1,176,685	59,579	-26.7%	Shares	Sole	2026-04-27
2025-12-31	$1,571,471	81,297	-35.8%	Shares	Sole	2026-02-13
2025-09-30	$2,118,698	126,565	+635.8%	Shares	Sole	2025-10-31
2024-03-31	$202,467	17,202	-68.4%	Shares	Sole	2024-05-10
2023-06-30	$467,745	54,389	-0.7%	Shares	Sole	2023-08-14
2023-03-31	$438,128	54,766	+3.5%	Shares	Sole	2023-05-09
2022-12-31	$424,322	52,908	+40.6%	Shares	Sole	2023-02-14
2021-09-30	$263,723	37,621	-3.1%	Shares	Sole	2021-11-15
2020-12-31	$239,556	38,826	—	Shares	Sole	2021-02-05
No filing history on record for this holder in this stock.