Burns Matteson Capital Management, LLC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1894164
CORNING, NY
Position in SMFG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$643,969
+$110,364 QoQ
Shares Held
27,310
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#199
of 458 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Burns Matteson Capital Management, LLC holds $4,878,176 across 7 Banks - Diversified names. SMFG ranks #4 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
41,970 | $1,051,768 | |
| 2 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
47,835 | $951,438 | |
| 3 | BCS |
Barclays PLC
|
32,667 | $877,435 | |
| 4 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
27,310 | $643,969 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
4,329 | $626,016 | |
| 6 | JPM |
Jpmorgan Chase & Co
|
1,526 | $499,505 | |
| 7 | TD |
Toronto Dominion Bank
|
1,878 | $228,045 |
All Filings in SMFG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $643,969 | 27,310 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $533,605 | 27,018 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $286,084 | 14,800 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $224,349 | 13,402 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $162,372 | 10,746 | Shares | Sole | 2025-07-15 | |
| No filing history on record for this holder in this stock. | ||||||