Position in SMFG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$18,136,718
+$4,391,836 QoQ
Shares Held
918,315
+29.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 91%
Shared 0%
None 9%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026JPMORGAN CHASE & CO holds $27,365,923,123 across 19 Banks - Diversified names. SMFG ranks #19 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WFC |
Wells Fargo & Company/Mn
|
129,208,607 | $10,286,297,192 | |
| 2 | BAC |
Bank Of America Corp /De/
|
132,271,796 | $6,448,250,045 | |
| 3 | C |
Citigroup Inc
|
21,798,952 | $2,472,219,136 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
14,892,932 | $1,766,748,513 | |
| 5 | JPM |
Jpmorgan Chase & Co
|
5,057,631 | $1,487,752,730 | |
| 6 | RY |
Royal Bank Of Canada
|
6,851,937 | $1,108,506,364 | |
| 7 | UBS |
UBS Group AG
|
27,434,247 | $1,071,856,022 | |
| 8 | BNS |
Bank Of Nova Scotia
|
10,841,415 | $751,418,467 |
All Filings in SMFG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,136,718 | 918,315 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $13,744,882 | 711,065 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $8,996,792 | 537,443 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $17,989,448 | 1,190,566 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $18,390,285 | 1,189,540 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $14,710,331 | 1,015,206 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $17,302,465 | 1,369,950 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $11,435,655 | 852,771 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $9,838,587 | 835,904 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $8,046,690 | 831,270 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $8,372,516 | 850,002 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $7,813,002 | 908,489 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $6,879,080 | 859,885 | Shares | Sole | 2023-05-18 | |
| 2022-12-31 | $4,269,876 | 532,404 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $258,889 | 47,071 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $268,514 | 45,511 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $624,226 | 99,558 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $209,837 | 30,904 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $213,937 | 30,519 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $194,116 | 28,174 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $187,127 | 25,811 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $173,406 | 28,105 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $157,020 | 28,090 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $136,687 | 24,322 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $179,273 | 37,427 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||