Position in SMFG
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$453,427,824
+$37,037,611 QoQ
Shares Held
22,958,371
+6.6% QoQ
Ownership
0.361%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 51%
Shared 0%
None 49%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026MORGAN STANLEY holds $39,492,338,344 across 19 Banks - Diversified names. SMFG ranks #10 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
68,544,442 | $20,163,033,047 | |
| 2 | BAC |
Bank Of America Corp /De/
|
108,670,801 | $5,297,701,540 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
51,687,402 | $4,114,834,062 | |
| 4 | C |
Citigroup Inc
|
27,842,086 | $3,157,570,964 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
9,904,970 | $1,175,026,583 | |
| 6 | SAN |
Banco Santander, S.A.
|
78,079,188 | $880,733,235 | |
| 7 | RY |
Royal Bank Of Canada
|
5,189,064 | $839,486,766 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
7,658,493 | $631,749,084 |
All Filings in SMFG
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $453,427,824 | 22,958,371 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $416,390,213 | 21,541,139 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $353,828,419 | 21,136,704 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $472,291,738 | 31,256,899 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $542,425,935 | 35,085,766 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $343,381,450 | 23,697,823 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $206,073,853 | 16,316,220 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $180,597,371 | 13,467,366 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $142,692,744 | 12,123,428 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $129,542,120 | 13,382,451 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $120,765,517 | 12,260,459 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $105,703,730 | 12,291,132 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $95,576,192 | 11,947,024 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $107,375,934 | 13,388,521 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $86,273,785 | 15,686,143 | Shares | Defined | 2022-11-14 | |
| 2021-12-31 | $60,789,245 | 8,952,761 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $60,280,440 | 8,599,207 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $58,780,420 | 8,531,266 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $56,126,766 | 7,741,623 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $44,072,636 | 7,143,053 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $43,776,038 | 7,831,134 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $44,763,050 | 7,964,956 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $42,573,293 | 8,887,953 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||