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SMFNF

SMFNF

Sumitomo Mitsui Financial Group, Inc.• Financial Services

Q3 2026 filings are still coming in. 13F filers have 45 days after the quarter ends to report, through November 14, 2026. These totals cover only the funds that have filed so far and will keep rising.
Institutional holders
194
Partial Q3 2026
Total 13F value
$298.4M
Filed positions so far
New positions
30
This quarter
Sold positions
9
This quarter

Top holders

Institutions with disclosed positions in this stock

FundValueShares% PortfolioChange

Ferguson Wellman Capital Management, Inc

$41.5M1.60M0.49%-6.4%

Creative Planning

$24.7M955.0K0.01%+8.1%

Calamos Advisors Llc

$20.7M799.5K0.06%-0.4%

Anderson Hoagland & Co

$14.5M601.5K1.11%-16.1%

Ethic Inc.

$12.3M475.5K0.14%+3.0%

Crossmark Global Holdings, Inc.

$11.5M444.3K0.15%-6.8%

Assetmark, Inc

$9.9M382.0K0.02%+20.4%

Moran Wealth Management, Llc

$9M347.1K0.25%+3.0%

Eagle Global Advisors Llc

$8.3M320.0K0.27%Unchanged

Vise Technologies, Inc.

$7.5M288.7K0.06%+16.3%

Quadrant Capital Group Llc

$7.1M281.5K0.19%+0.3%

Augustine Asset Management Inc

$6.7M259.6K1.45%-1.1%

Gradient Investments Llc

$6.3M244.0K0.09%-2.9%

Signaturefd, Llc

$6.2M238.6K0.08%+1.3%

Factory Mutual Insurance Co

$6M230.4K0.05%Unchanged

Calamos Wealth Management Llc

$5.9M226.9K0.17%+10.0%

Gilman Hill Asset Management, Llc

$5.5M212.2K0.77%+0.3%

Triasima Portfolio Management Inc.

$4.6M177.0K0.60%New Position

Park Avenue Securities Llc

$4.3M166.4K0.03%+0.4%

Evergreen Capital Management Llc

$3.8M146.7K0.07%-1.5%

Parr Mcknight Wealth Management Group, Llc

$3.4M130.0K0.40%-6.3%

Pekin Hardy Strauss, Inc.

$3.4M129.7K0.30%+2.6%

Greenleaf Trust

$3.1M120.1K0.03%-8.8%

Diversify Advisory Services, Llc

$3M122.4K0.05%+5.1%

Diversify Wealth Management, Llc

$3M122.4K0.05%+5.1%

Aaron Wealth Advisors Llc

$2.6M102.1K0.13%+0.7%

Capricorn Fund Managers Ltd

$2.2M84.5K0.21%New Position

Choreo, Llc

$2.1M82.9K0.02%+1.8%

Redhawk Wealth Advisors, Inc.

$1.8M69.5K0.18%-5.1%

Wealth Enhancement Advisory Services, Llc

$1.7M67.2K0.00%+32.2%

Parallel Advisors, Llc

$1.5M59.1K0.02%+1.6%

Themes Management Co Llc

$1.5M59.0K1.01%+41.3%

Atria Investments, Inc

$1.5M57.2K0.01%-6.5%

Farther Finance Advisors, Llc

$1.5M57.2K0.01%+9.7%

Hb Wealth Management, Llc

$1.4M54.9K0.01%+6.2%

Oppenheimer Asset Management Inc.

$1.3M50.6K0.01%-27.8%

Pds Planning, Inc

$1.3M50.6K0.07%-0.1%

Truist Financial Corp

$1.3M48.8K0.00%+5.0%

Gamma Investing Llc

$1.2M46.4K0.04%+9.3%

Legacy Wealth Asset Management, Llc

$1.2M46.3K0.26%+12.5%

Versant Capital Management, Inc

$1.2M45.4K0.10%+3.5%

Louisbourg Investments Inc.

$1.2M44.7K0.21%Unchanged

Mission Wealth Management, Lp

$1.1M42.6K0.02%-27.8%

Pzena Investment Management Llc

$1M40.3K0.00%+8.0%

Kathmere Capital Management, Llc

$995K38.4K0.05%+11.9%

Abel Hall, Llc

$947K36.6K0.17%+0.2%

Highland Capital Management, Llc

$940K36.3K0.04%New Position

Cordatus Wealth Management Llc

$928K35.8K0.21%+1.8%

Sage Rhino Capital Llc

$855K33.0K0.14%-3.2%

Mather Group, Llc.

$849K32.8K0.01%+0.3%

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