Smartleaf Asset Management LLC

Position in SMFG — Sumitomo Mitsui Financial Group, Inc.

CIK 2010393 BOSTON, MA

Position in SMFG

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,793,023

+$291,233 QoQ

Shares Held

76,040

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#125

of 458 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Smartleaf Asset Management LLC holds $49,711,977 across 19 Banks - Diversified names. SMFG ranks #8 (3.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	59,052	$19,329,491
2	BAC	Bank Of America Corp /De/	106,782	$6,084,438
3	WFC	Wells Fargo & Company/Mn	49,044	$4,052,996
4	C	Citigroup Inc	27,097	$3,792,496
5	HSBC	Hsbc Holdings PLC	27,434	$2,608,699
6	SAN	Banco Santander, S.A.	160,444	$2,214,127
7	MUFG	Mitsubishi Ufj Financial Group Inc	100,440	$1,997,751
8	SMFG	Sumitomo Mitsui Financial Group, Inc. This page	76,040	$1,793,023

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,793,023	76,040	0.0%	Shares	Sole	2026-08-12
2026-03-31	$1,501,790	76,040	+16.5%	Shares	Sole	2026-05-15
2025-12-31	$1,261,456	65,259	+19.8%	Shares	Sole	2026-02-13
2025-09-30	$911,727	54,464	+23.0%	Shares	Sole	2025-11-05
2025-06-30	$669,040	44,278	-3.6%	Shares	Sole	2025-08-14
2025-03-31	$710,278	45,943	+8.6%	Shares	Sole	2025-05-14
2024-12-31	$613,057	42,309	+83.3%	Shares	Sole	2025-02-05
2024-09-30	$291,563	23,085	+52.2%	Shares	Sole	2024-11-13
2024-06-30	$203,443	15,171	+13.3%	Shares	Sole	2024-10-08
2024-03-31	$157,588	13,389	-15.5%	Shares	Sole	2024-10-07
2023-12-31	$153,408	15,848	—	Shares	Sole	2024-02-12
No filing history on record for this holder in this stock.