Position in SMFG
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,194,114
+$202,289 QoQ
Shares Held
50,641
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#149
of 457 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026PDS Planning, Inc holds $32,411,485 across 18 Banks - Diversified names. SMFG ranks #5 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
49,614 | $16,240,150 | |
| 2 | BAC |
Bank Of America Corp /De/
|
31,074 | $1,770,596 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
17,023 | $1,618,717 | |
| 4 | C |
Citigroup Inc
|
8,618 | $1,206,175 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
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|
50,641 | $1,194,114 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
14,211 | $1,174,397 | |
| 7 | RY |
Royal Bank Of Canada
|
5,618 | $1,162,757 | |
| 8 | UBS |
UBS Group AG
|
20,470 | $1,014,493 |
All Filings in SMFG
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,194,114 | 50,641 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $991,825 | 50,219 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $971,970 | 50,283 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $825,800 | 49,331 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $710,925 | 47,050 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $711,144 | 45,999 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $626,562 | 43,241 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $557,134 | 44,112 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $591,246 | 44,090 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $503,391 | 42,769 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $398,467 | 41,164 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $389,537 | 39,547 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $323,420 | 37,607 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $236,704 | 29,588 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $92,278 | 11,506 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $105,187 | 19,125 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $84,523 | 14,326 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $90,212 | 14,388 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $118,173 | 17,404 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $150,911 | 21,528 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $163,175 | 23,683 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $129,325 | 17,838 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $111,053 | 17,999 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $93,230 | 16,678 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $86,750 | 15,436 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||