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Equibles

JONES FINANCIAL COMPANIES LLLP

Position in SMFG — Sumitomo Mitsui Financial Group, Inc.

CIK 815917 DES PERES, MO
Back to SMFG Full portfolio

Position in SMFG

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$4,096,105
+$2,042,382 QoQ
Shares Held
173,711
+67.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#77
of 460 holders
Holding Since
Dec 2020
13 quarters on record
Voting authority Sole 99% Shared 0% None 1%

Common Shares in SMFG Over Time

Shares Held

Position Value (USD)

Position in Banks - Diversified

Financial Services · as of Jun 30, 2026

JONES FINANCIAL COMPANIES LLLP holds $2,587,358,852 across 19 Banks - Diversified names. SMFG ranks #14 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 JPM
Jpmorgan Chase & Co
 2,180,764 $713,829,479
2 BAC
Bank Of America Corp /De/
 6,659,618 $379,465,033
3 WFC
Wells Fargo & Company/Mn
 4,142,748 $342,356,694
4 C
Citigroup Inc
 1,534,134 $214,717,393
5 UBS
UBS Group AG
 4,128,651 $204,615,943
6 BCS
Barclays PLC
 6,994,045 $187,860,047
7 ING
Ing Groep NV
 5,077,640 $159,336,342
8 BBVA
Banco Bilbao Vizcaya Argentaria, S.A.
 5,545,925 $138,980,880

All Filings in SMFG

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13 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,096,105 173,711
2026-03-31 $2,053,723 103,986
2025-12-31 $71,173 3,682
2025-09-30 $56,831 3,395
2025-06-30 $111,359 7,370
2025-03-31 $47,492 3,072
2024-12-31 $19,850 1,370
2024-09-30 $14,170 1,122
2024-06-30 $4,371 326
2024-03-31 $3,519 299
2023-12-31 $4,114 425
2023-09-30 $3,122 317
2020-12-31 $5,620 911