JOHNSON INVESTMENT COUNSEL INC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 821197
Cincinnati, OH
Position in SMFG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$386,429
+$65,610 QoQ
Shares Held
16,388
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#245
of 458 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026JOHNSON INVESTMENT COUNSEL INC holds $99,190,760 across 9 Banks - Diversified names. SMFG ranks #6 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
238,916 | $78,204,374 | |
| 2 | BAC |
Bank Of America Corp /De/
|
211,652 | $12,059,930 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
26,730 | $3,865,425 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
28,022 | $2,315,738 | |
| 5 | C |
Citigroup Inc
|
11,113 | $1,555,375 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
16,388 | $386,429 | |
| 7 | TD |
Toronto Dominion Bank
|
2,909 | $353,239 | |
| 8 | RY |
Royal Bank Of Canada
|
1,144 | $236,773 |
All Filings in SMFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,429 | 16,388 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $320,819 | 16,244 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $600,041 | 31,042 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $432,996 | 25,866 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $851,388 | 56,346 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $871,109 | 56,346 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,080,171 | 74,546 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $941,515 | 74,546 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,074,757 | 80,146 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $1,058,075 | 89,896 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $948,678 | 98,004 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $946,791 | 96,121 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $825,600 | 96,000 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $900,800 | 112,600 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $729,018 | 90,900 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $501,039 | 91,098 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $536,310 | 90,900 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $569,943 | 90,900 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $617,211 | 90,900 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $637,209 | 90,900 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $626,301 | 90,900 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $510,400 | 70,400 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $434,368 | 70,400 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $494,156 | 88,400 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $370,920 | 66,000 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $316,140 | 66,000 | Shares | Sole | 2020-05-20 | |
| No filing history on record for this holder in this stock. | ||||||