Pathstone Holdings, LLC

Position in SMFG — Sumitomo Mitsui Financial Group, Inc.

CIK 2011612 ENGLEWOOD, NJ

Position in SMFG

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$11,665,415

+$370,414 QoQ

Shares Held

590,654

+1.1% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 93.36853724854144.ToString("F0")% Shared 0.41479444818794087.ToString("F0")% None 6.216668303270612.ToString("F0")%

Financial Services · as of Mar 31, 2026

Pathstone Holdings, LLC holds $365,459,364 across 18 Banks - Diversified names. SMFG ranks #8 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	493,552	$145,183,255
2	BAC	Bank Of America Corp /De/	992,753	$48,396,708
3	WFC	Wells Fargo & Company/Mn	423,798	$33,738,557
4	C	Citigroup Inc	175,795	$19,936,909
5	BCS	Barclays PLC	801,114	$16,951,572
6	HSBC	Hsbc Holdings PLC	176,236	$14,537,706
7	ING	Ing Groep NV	508,827	$13,254,943
8	SMFG	Sumitomo Mitsui Financial Group, Inc. This page	590,654	$11,665,415

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$11,665,415	590,654	+1.1%	Shares	Sole	2026-05-11
2025-12-31	$11,295,001	584,325	+8.6%	Shares	Sole	2026-02-13
2025-09-30	$9,003,340	537,834	+13.9%	Shares	Sole	2025-11-13
2025-06-30	$7,135,636	472,246	-0.3%	Shares	Sole	2025-08-12
2025-03-31	$7,319,598	473,454	-0.7%	Shares	Sole	2025-05-15
2024-12-31	$6,912,076	477,024	+1.9%	Shares	Sole	2025-02-14
2024-09-30	$5,914,716	468,307	-0.2%	Shares	Defined	2024-11-07
2024-06-30	$6,291,998	469,202	+10.8%	Shares	Defined	2024-08-14
2024-03-31	$4,983,334	423,393	-4.2%	Shares	Defined	2024-05-13
2023-12-31	$4,276,759	441,814	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.