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Institutional Holdings

SMFG

Ownership Summary

Institutions Holding
24
Total Shares Held
2,035,091
Total Value Held
$48,211,317
Quarter
2026-06-30

Active Positions

Increased Positions
8
1,856,428 shares
Decreased Positions
4
146,636 shares
Held Positions
4
3,124 shares
New Positions
5
28,903 shares
Sold Out Positions
3
2,770 shares
Institution Shares Value Change % of Portfolio Reported
CAUSEWAY CAPITAL MANAGEMENT LLC 1,392,610 $32,837,743 ▲ +125,362 0.36% 2026-06-30
JONES FINANCIAL COMPANIES LLLP 173,711 $4,139,533 ▲ +69,747 0.00% 2026-06-30
DJE Kapital AG 94,049 $3,674,122 ▼ -6,421 0.07% 2026-06-30
BAROMETER CAPITAL MANAGEMENT INC. 143,600 $3,386,088 ▲ +16,700 0.94% 2026-06-30
Dorsey & Whitney Trust CO LLC 77,486 $1,827,119 ▲ +1,169 0.09% 2026-06-30
BNP PARIBAS FINANCIAL MARKETS 66,638 $1,571,324 ▲ +306 0.00% 2026-06-30
CHILTON INVESTMENT CO INC. 13,124 $309,464 ▼ -95,313 0.01% 2026-06-30
Generali Investments CEE, investicni spolecnost, a.s. 10,009 $236,012 ▼ -9,791 0.01% 2026-06-30
WHITTIER TRUST CO 2,945 $75,127 New position 0.00% 2026-06-30
BAYBAN 1,532 $36,125 Unchanged 0.03% 2026-06-30
PRIVATE TRUST CO NA 1,187 $27,989 ▲ +81 0.00% 2026-06-30
NISA INVESTMENT ADVISORS, LLC 948 $22,477 ▲ +460 0.00% 2026-06-30
OAKWORTH CAPITAL, INC. 921 $21,717 Unchanged 0.00% 2026-06-30
Synergy Investment Management, LLC 516 $12,879 New position 0.00% 2026-06-30
Arlington Trust Co LLC 446 $10,517 Unchanged 0.00% 2026-06-30
IMA Advisory Services, Inc. 248 $5,848 ▲ +86 0.00% 2026-06-30
Independence Bank of Kentucky 225 $5,306 Unchanged 0.00% 2026-06-30
MOTCO 220 $5,188 New position 0.00% 2026-06-30
AMERIFLEX GROUP, INC. 212 $4,999 New position 0.00% 2026-06-30
Pacer Advisors, Inc. 29,454 $1,150 ▼ -789 0.00% 2026-06-30
FLOW TRADERS U.S. LLC 25,010 $590 New position 0.02% 2026-06-30
Berbice Capital Management LLC 0 $0 Sold out 2026-06-30
Pinnacle Bancorp, Inc. 0 $0 Sold out 2026-06-30
First Command Advisory Services, Inc. 0 $0 Sold out 2026-06-30