Position in SMFG
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$8,526,529
+$423,432 QoQ
Shares Held
431,723
+3.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026SEI INVESTMENTS CO holds $1,458,816,387 across 19 Banks - Diversified names. SMFG ranks #12 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
1,298,620 | $382,002,058 | |
| 2 | BAC |
Bank Of America Corp /De/
|
5,081,517 | $247,723,953 | |
| 3 | C |
Citigroup Inc
|
2,160,350 | $245,005,292 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
2,643,920 | $210,482,470 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
1,366,331 | $162,087,846 | |
| 6 | BCS |
Barclays PLC
|
3,484,063 | $73,722,772 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
3,690,655 | $62,630,415 | |
| 8 | ING |
Ing Groep NV
|
644,227 | $16,782,113 |
All Filings in SMFG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,526,529 | 431,723 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $8,103,097 | 419,198 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,081,759 | 363,307 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,438,245 | 293,729 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,906,124 | 187,977 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,368,086 | 163,429 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,188,538 | 173,281 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,677,000 | 125,056 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,412,400 | 120,000 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,448,081 | 252,901 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,729,060 | 277,062 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,979,272 | 346,427 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,681,696 | 335,212 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,696,315 | 336,199 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,884,399 | 342,618 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,979,479 | 335,505 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,147,036 | 342,430 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,557,147 | 376,605 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,956,138 | 421,703 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,845,563 | 412,999 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $3,005,690 | 414,578 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $2,557,946 | 414,578 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,058,678 | 368,279 | Shares | Sole | 2020-12-04 | |
| 2020-06-30 | $2,955,062 | 525,812 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $2,162,420 | 451,445 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||