Aquatic Capital Management LLC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1803916
CHICAGO, IL
Position in SMFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,259,638
+$3,198,454 QoQ
Shares Held
165,045
+4415.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
11 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026Aquatic Capital Management LLC holds $46,227,811 across 10 Banks - Diversified names. SMFG ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BCS |
Barclays PLC
|
534,999 | $11,320,578 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
120,744 | $9,612,429 | |
| 3 | JPM |
Jpmorgan Chase & Co
|
30,561 | $8,989,823 | |
| 4 | ING |
Ing Groep NV
|
169,724 | $4,421,310 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
165,045 | $3,259,638 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
36,677 | $3,025,485 | |
| 7 | BAC |
Bank Of America Corp /De/
|
56,277 | $2,743,503 | |
| 8 | UBS |
UBS Group AG
|
37,276 | $1,456,373 |
All Filings in SMFG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,259,638 | 165,045 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $61,184 | 3,655 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $952,630 | 65,744 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $884,100 | 70,000 | Shares | Sole | 2024-11-14 | |
| 2024-03-31 | $786,236 | 66,800 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,217,744 | 125,800 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $207,835 | 21,100 | Shares | Sole | 2023-11-14 | |
| 2022-09-30 | $46,750 | 8,500 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $25,370 | 4,300 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $13,794 | 2,200 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $25,123 | 3,700 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||