MERCER GLOBAL ADVISORS INC /ADV
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 853758
DENVER, CO
Position in SMFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$3,495,552
-$66,116 QoQ
Shares Held
176,990
-3.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026MERCER GLOBAL ADVISORS INC /ADV holds $599,569,358 across 19 Banks - Diversified names. SMFG ranks #14 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
837,325 | $246,307,522 | |
| 2 | C |
Citigroup Inc
|
657,994 | $74,623,099 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
853,010 | $67,908,126 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
560,582 | $66,501,842 | |
| 5 | BAC |
Bank Of America Corp /De/
|
1,307,577 | $63,744,378 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
206,234 | $17,012,242 | |
| 7 | SAN |
Banco Santander, S.A.
|
1,290,697 | $14,559,062 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
565,850 | $12,256,311 |
All Filings in SMFG
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,495,552 | 176,990 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,561,668 | 184,256 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $3,095,996 | 184,946 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,216,042 | 212,842 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,812,296 | 246,591 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,686,706 | 185,418 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,472,423 | 195,758 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,707,921 | 201,933 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,069,436 | 175,823 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,125,270 | 116,247 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $1,394,001 | 141,523 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,167,183 | 135,719 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,100,848 | 137,606 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,301,445 | 162,275 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $885,241 | 160,953 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,091,889 | 185,066 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,050,293 | 167,511 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $994,225 | 146,425 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $950,310 | 135,565 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $829,755 | 120,429 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $760,742 | 104,930 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $635,220 | 102,953 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $2,820,076 | 504,486 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $2,594,664 | 461,684 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,643,444 | 343,099 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||