FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 869353
PORTLAND, OR
Position in SMFG
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$40,314,726
+$6,513,490 QoQ
Shares Held
1,709,700
-0.1% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#1
of 142 holders
Holding Since
Mar 2020
6 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026FERGUSON WELLMAN CAPITAL MANAGEMENT, INC holds $398,949,488 across 11 Banks - Diversified names. SMFG ranks #3 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
728,201 | $238,362,033 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
974,537 | $80,535,737 | |
| 3 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
1,709,700 | $40,314,726 | |
| 4 | BCS |
Barclays PLC
|
1,180,408 | $31,705,758 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
24,759 | $3,580,398 | |
| 6 | RY |
Royal Bank Of Canada
|
6,216 | $1,286,525 | |
| 7 | BMO |
Bank Of Montreal /Can/
|
4,238 | $748,854 | |
| 8 | BAC |
Bank Of America Corp /De/
|
12,766 | $727,406 |
All Filings in SMFG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,314,726 | 1,709,700 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $33,801,236 | 1,711,455 | Shares | Sole | 2026-05-01 | |
| 2020-12-31 | $248,231 | 40,232 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $5,581,849 | 998,542 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $5,314,080 | 945,566 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $4,340,353 | 906,128 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||