Position in SMFG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$10,883,914
+$2,949,451 QoQ
Shares Held
461,574
+14.9% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#40
of 458 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Ethic Inc. holds $202,735,717 across 19 Banks - Diversified names. SMFG ranks #7 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
92,027 | $30,123,197 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
207,090 | $29,947,284 | |
| 3 | BAC |
Bank Of America Corp /De/
|
520,913 | $29,681,622 | |
| 4 | C |
Citigroup Inc
|
135,864 | $19,015,525 | |
| 5 | HSBC |
Hsbc Holdings PLC
|
174,381 | $16,581,889 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
540,841 | $13,553,475 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
461,574 | $10,883,914 | |
| 8 | UBS |
UBS Group AG
|
150,546 | $7,461,059 |
All Filings in SMFG
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,883,914 | 461,574 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $7,934,463 | 401,745 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $7,442,494 | 385,023 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,310,461 | 376,969 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $5,407,823 | 357,897 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $6,070,724 | 392,673 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $6,022,217 | 415,612 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,660,116 | 368,972 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $6,049,532 | 451,121 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $4,342,800 | 368,972 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $3,432,276 | 354,574 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,211,090 | 325,999 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,196,156 | 255,367 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,906,528 | 238,316 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,289,206 | 160,749 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $499,840 | 90,880 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $410,710 | 69,612 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $152,455 | 24,315 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $237,154 | 34,927 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,015,980 | 144,933 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,044,537 | 151,602 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $423,835 | 58,460 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $350,264 | 56,769 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $195,856 | 35,037 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $135,672 | 24,141 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $132,065 | 27,571 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||