MASSACHUSETTS FINANCIAL SERVICES CO /MA/
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 912938
Boston, MA
Position in SMFG
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$16,878,329
+$2,642,423 QoQ
Shares Held
854,599
+16.0% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
8 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Mar 31, 2026MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $12,005,528,112 across 15 Banks - Diversified names. SMFG ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
14,662,099 | $4,313,003,038 | |
| 2 | UBS |
UBS Group AG
|
65,542,061 | $2,560,728,320 | |
| 3 | C |
Citigroup Inc
|
13,354,702 | $1,514,556,749 | |
| 4 | TD |
Toronto Dominion Bank
|
14,219,093 | $1,326,783,563 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
15,105,182 | $1,202,523,536 | |
| 6 | BAC |
Bank Of America Corp /De/
|
9,833,307 | $479,373,714 | |
| 7 | RY |
Royal Bank Of Canada
|
2,157,232 | $348,996,990 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
1,351,314 | $182,886,835 |
All Filings in SMFG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,878,329 | 854,599 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $14,235,906 | 736,467 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $10,771,234 | 643,443 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $5,729,484 | 379,185 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $4,365,331 | 282,363 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $2,009,472 | 138,680 | Shares | Sole | 2025-02-12 | |
| 2023-09-30 | $1,224,798 | 124,345 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $930,554 | 108,204 | Shares | Defined | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||