LOUISBOURG INVESTMENTS INC.
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 2053050
DIEPPE, A3
Position in SMFG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,052,894
+$171,017 QoQ
Shares Held
44,652
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#156
of 457 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026LOUISBOURG INVESTMENTS INC. holds $25,901,881 across 8 Banks - Diversified names. SMFG ranks #7 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNS |
Bank Of Nova Scotia
|
62,704 | $5,445,215 | |
| 2 | RY |
Royal Bank Of Canada
|
25,705 | $5,320,163 | |
| 3 | TD |
Toronto Dominion Bank
|
37,773 | $4,586,775 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
29,885 | $4,321,669 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
32,092 | $2,652,082 | |
| 6 | BMO |
Bank Of Montreal /Can/
|
8,422 | $1,488,167 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
44,652 | $1,052,894 | |
| 8 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
52,032 | $1,034,916 |
All Filings in SMFG
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,052,894 | 44,652 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $881,877 | 44,652 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $756,808 | 39,152 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $446,154 | 26,652 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $402,711 | 26,652 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $412,039 | 26,652 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $386,187 | 26,652 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $336,614 | 26,652 | Shares | Sole | 2025-01-29 | |
| 2024-06-30 | $357,403 | 26,652 | Shares | Sole | 2025-01-29 | |
| 2024-03-31 | $313,694 | 26,652 | Shares | Sole | 2025-01-29 | |
| 2023-12-31 | $257,991 | 26,652 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||