IEQ CAPITAL, LLC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1779789
Foster City, CA
Position in SMFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,873,447
+$480,220 QoQ
Shares Held
145,491
+17.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026IEQ CAPITAL, LLC holds $254,671,639 across 19 Banks - Diversified names. SMFG ranks #11 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
394,889 | $116,160,547 | |
| 2 | C |
Citigroup Inc
|
415,190 | $47,086,697 | |
| 3 | BAC |
Bank Of America Corp /De/
|
619,936 | $30,221,879 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
215,233 | $17,134,699 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
56,024 | $6,646,126 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
56,648 | $4,672,893 | |
| 7 | NTB |
Bank of N.T. Butterfield & Son Ltd
|
79,139 | $4,153,214 | |
| 8 | SAN |
Banco Santander, S.A.
|
335,227 | $3,781,360 |
All Filings in SMFG
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,873,447 | 145,491 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,393,227 | 123,809 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,860,835 | 111,161 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $946,429 | 62,636 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $686,454 | 44,402 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $602,595 | 41,587 | Shares | Other | 2025-02-03 | |
| 2024-09-30 | $478,954 | 37,922 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $483,202 | 36,033 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $361,303 | 30,697 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $246,326 | 25,447 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $188,755 | 19,163 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $127,323 | 14,805 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $81,544 | 10,193 | Shares | Other | 2023-05-02 | |
| 2022-12-31 | $109,055 | 13,598 | Shares | Other | 2023-02-06 | |
| 2022-09-30 | $122,958 | 22,356 | Shares | Other | 2022-11-04 | |
| 2022-06-30 | $120,159 | 20,366 | Shares | Other | 2022-07-27 | |
| 2022-03-31 | $147,237 | 23,483 | Shares | Sole | 2022-04-26 | |
| No filing history on record for this holder in this stock. | ||||||