Ramirez Asset Management, Inc.

Position in SMFG — Sumitomo Mitsui Financial Group, Inc.

CIK 1992110 NEW YORK, NY

Position in SMFG

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$10,535,072

+$2,579,555 QoQ

Shares Held

446,780

+10.9% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

1.46%

of 13F equity value

Holder Rank

#43

of 460 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 89% Shared 2% None 8%

Financial Services · as of Jun 30, 2026

Ramirez Asset Management, Inc. holds $26,890,939 across 8 Banks - Diversified names. SMFG ranks #1 (39.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SMFG	Sumitomo Mitsui Financial Group, Inc. This page	446,780	$10,535,072
2	JPM	Jpmorgan Chase & Co	22,689	$7,426,790
3	C	Citigroup Inc	30,921	$4,327,703
4	BAC	Bank Of America Corp /De/	44,077	$2,511,507
5	BNY	Bank of New York Mellon Corp	13,414	$1,939,798
6	WFC	Wells Fargo & Company/Mn	1,000	$82,640
7	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	1,552	$38,893
8	TD	Toronto Dominion Bank	235	$28,536

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,535,072	446,780	+10.9%	Shares	Sole	2026-08-13
2026-03-31	$7,955,517	402,811	-43.3%	Shares	Sole	2026-05-12
2025-12-31	$13,736,922	710,653	+3.6%	Shares	Sole	2026-02-11
2025-09-30	$11,488,159	686,270	+35.7%	Shares	Sole	2025-11-12
2025-06-30	$7,643,710	505,871	+23.6%	Shares	Sole	2025-07-24
2025-03-31	$6,329,293	409,398	-8.8%	Shares	Sole	2025-05-07
2024-12-31	$6,506,212	449,014	+3.2%	Shares	Sole	2025-02-12
2024-09-30	$5,494,176	435,010	+3.2%	Shares	Sole	2024-11-12
2024-06-30	$5,655,104	421,708	-6.1%	Shares	Sole	2024-08-14
2024-03-31	$5,288,178	449,293	+20.1%	Shares	Sole	2024-05-14
2023-12-31	$3,621,936	374,167	-1.4%	Shares	Sole	2024-02-14
2023-09-30	$3,738,882	379,582	—	Shares	Sole	2023-11-15
No filing history on record for this holder in this stock.