Callan Family Office, LLC
Family OfficePosition in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1938970
RADNOR, PA
Position in SMFG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$5,049,443
+$203,297 QoQ
Shares Held
255,668
+2.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Callan Family Office, LLC holds $134,208,801 across 16 Banks - Diversified names. SMFG ranks #12 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
100,923 | $29,687,509 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
234,423 | $18,662,415 | |
| 3 | BAC |
Bank Of America Corp /De/
|
337,011 | $16,429,286 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
118,236 | $14,026,336 | |
| 5 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
315,092 | $6,824,892 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
79,568 | $6,563,564 | |
| 7 | SAN |
Banco Santander, S.A.
|
579,607 | $6,537,966 | |
| 8 | BCS |
Barclays PLC
|
300,841 | $6,365,795 |
All Filings in SMFG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,049,443 | 255,668 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,846,146 | 250,706 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,616,040 | 216,012 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,658,312 | 242,112 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,013,448 | 130,236 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,971,552 | 136,063 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||