Vise Technologies, Inc.
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1812090
NEW YORK, NY
Position in SMFG
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$4,121,963
+$87,657 QoQ
Shares Held
208,707
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
16 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 Mar 31, 2026Vise Technologies, Inc. holds $107,841,091 across 18 Banks - Diversified names. SMFG ranks #9 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
132,017 | $38,834,120 | |
| 2 | BAC |
Bank Of America Corp /De/
|
215,070 | $10,484,662 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
113,487 | $9,034,700 | |
| 4 | C |
Citigroup Inc
|
55,426 | $6,285,862 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
311,795 | $5,291,161 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
58,865 | $4,855,773 | |
| 7 | RY |
Royal Bank Of Canada
|
29,457 | $4,765,553 | |
| 8 | TD |
Toronto Dominion Bank
|
44,734 | $4,174,129 |
All Filings in SMFG
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,121,963 | 208,707 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,034,306 | 208,707 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,626,522 | 156,901 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,207,419 | 146,090 | Shares | Sole | 2025-08-07 | |
| 2024-12-31 | $1,739,147 | 120,024 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $876,193 | 69,374 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $485,254 | 36,186 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $435,289 | 36,983 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $535,468 | 55,317 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $599,815 | 60,895 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $633,992 | 73,720 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $581,104 | 72,638 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $551,439 | 68,758 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $423,120 | 76,931 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $380,750 | 64,534 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $210,276 | 33,537 | Shares | Sole | 2022-06-08 | |
| No filing history on record for this holder in this stock. | ||||||