Pathstone Holdings, LLC

Position in SMFG — Sumitomo Mitsui Financial Group, Inc.

CIK 2011612 ENGLEWOOD, NJ

Position in SMFG

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

Position Value

$14,079,428

+$2,414,013 QoQ

Shares Held

597,092

+1.1% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#31

of 458 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 94% Shared 0% None 5%

Financial Services · as of Jun 30, 2026

Pathstone Holdings, LLC holds $437,799,793 across 19 Banks - Diversified names. SMFG ranks #8 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	534,744	$175,037,753
2	BAC	Bank Of America Corp /De/	1,009,724	$57,534,072
3	WFC	Wells Fargo & Company/Mn	436,006	$36,031,535
4	C	Citigroup Inc	186,523	$26,105,757
5	BCS	Barclays PLC	756,039	$20,307,205
6	HSBC	Hsbc Holdings PLC	174,752	$16,617,167
7	ING	Ing Groep NV	500,066	$15,692,070
8	SMFG	Sumitomo Mitsui Financial Group, Inc. This page	597,092	$14,079,428

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,079,428	597,092	+1.1%	Shares	Sole	2026-08-13
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.