STIFEL FINANCIAL CORP
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 720672
ST. LOUIS, MO
Position in SMFG
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$11,055,851
+$758,066 QoQ
Shares Held
559,790
+5.1% QoQ
Ownership
0.009%
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 97%
Shared 0%
None 3%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $1,960,496,051 across 19 Banks - Diversified names. SMFG ranks #11 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
3,849,282 | $1,132,304,788 | |
| 2 | BAC |
Bank Of America Corp /De/
|
5,143,451 | $250,743,234 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,594,764 | $206,569,160 | |
| 4 | C |
Citigroup Inc
|
1,766,264 | $200,311,999 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
287,447 | $34,099,835 | |
| 6 | UBS |
UBS Group AG
|
560,647 | $21,904,476 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
839,497 | $14,246,262 | |
| 8 | ING |
Ing Groep NV
|
542,729 | $14,138,089 |
All Filings in SMFG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,055,851 | 559,790 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $10,297,785 | 532,736 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $7,856,147 | 469,304 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $7,119,467 | 471,176 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $6,601,140 | 426,982 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $6,405,550 | 442,067 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $5,578,329 | 441,673 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,909,142 | 440,652 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $5,480,993 | 465,675 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $4,446,565 | 459,356 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $4,316,583 | 438,232 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,692,014 | 429,304 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,232,536 | 404,067 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,089,400 | 385,212 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,923,602 | 349,746 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,985,991 | 336,609 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,893,638 | 302,016 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,695,081 | 249,644 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,666,616 | 380,402 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,418,092 | 350,957 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,369,155 | 326,780 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,728,271 | 280,109 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,723,910 | 308,392 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,097,444 | 195,275 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $908,053 | 189,573 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||