SUMITOMO MITSUI FINANCIAL GROUP, INC. (SMFG) — Institutional Holders, Q2 2026 (page 5)
466 institutional investment managers reported a SMFG position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $3.2B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 401 to 466. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
SMFG 13F holders ranked 401–466 of 466
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Burk#401 · 255 sh | 255 | $6.0K | <0.01% | 0.0% |
| 402 | MV CAPITAL MANAGEMENT#402 · 252 sh | 252 | $5.9K | <0.01% | +56.5% |
| 403 | Clean Yield Group#403 · 250 sh | 250 | $5.9K | <0.01% | 0.0% |
| 404 | ACTION POINT FINANCIAL PLANNING#404 · 250 sh | 250 | $5.9K | <0.01% | New |
| 405 | TrueNorth#405 · 248 sh | 248 | $5.8K | <0.01% | +53.1% |
| 406 | American Capital Advisory#406 · 248 sh | 248 | $5.8K | <0.01% | +138.5% |
| 407 | CITY HOLDING#407 · 244 sh | 244 | $5.8K | — | 0.0% |
| 408 | WealthCollab#408 · 226 sh | 226 | $5.3K | <0.01% | 0.0% |
| 409 | Independence Bank of Kentucky#409 · 225 sh | 225 | $5.3K | — | 0.0% |
| 410 | MOTCO#410 · 220 sh | 220 | $5.2K | <0.01% | New |
| 411 | AMERIFLEX GROUP#411 · 212 sh | 212 | $5.0K | <0.01% | New |
| 412 | Johnson Financial Group#412 · 202 sh | 202 | $4.8K | <0.01% | 0.0% |
| 413 | Whipplewood Advisors#413 · 174 sh | 174 | $4.1K | — | -83.9% |
| 414 | Allied Private Wealth#414 · 162 sh | 162 | $4.1K | <0.01% | — |
| 415 | Beaird Harris Wealth Management#415 · 164 sh | 164 | $3.9K | <0.01% | 0.0% |
| 416 | Crewe Advisors#416 · 159 sh | 159 | $3.8K | <0.01% | 0.0% |
| 417 | Nemes Rush Group#417 · 151 sh | 151 | $3.6K | <0.01% | 0.0% |
| 418 | Quent Capital#418 · 150 sh | 150 | $3.5K | <0.01% | New |
| 419 | Glen Eagle Advisors#419 · 147 sh | 147 | $3.5K | <0.01% | New |
| 420 | NATIONAL BANK OF CANADA#420 · 134 sh | 134 | $3.2K | 0.00% | -53.5% |
| 421 | Highland Investment Advisors#421 · 131 sh | 131 | $3.1K | <0.01% | — |
| 422 | Smithfield#422 · 112 sh | 112 | $3.0K | <0.01% | 0.0% |
| 423 | CX Institutional#423 · 142 sh | 142 | $3.0K | — | 0.0% |
| 424 | CENTRAL#424 · 126 sh | 126 | $3.0K | <0.01% | +72.6% |
| 425 | Elevated Capital Advisors#425 · 125 sh | 125 | $2.9K | <0.01% | 0.0% |
| 426 | Private Wealth Asset Management#426 · 125 sh | 125 | $2.9K | <0.01% | 0.0% |
| 427 | CoreCap Advisors#427 · 117 sh | 117 | $2.8K | — | New |
| 428 | Archer Investment#428 · 116 sh | 116 | $2.7K | <0.01% | 0.0% |
| 429 | CVA Family Office#429 · 115 sh | 115 | $2.7K | <0.01% | 0.0% |
| 430 | Trifecta Capital Advisors#430 · 106 sh | 106 | $2.5K | — | New |
| 431 | Financial Network Wealth Advisors#431 · 99 sh | 99 | $2.3K | <0.01% | +200.0% |
| 432 | ST GERMAIN D J#432 · 91 sh | 91 | $2.1K | <0.01% | 0.0% |
| 433 | Bogart Wealth#433 · 88 sh | 88 | $2.1K | <0.01% | +175.0% |
| 434 | COUNTRY BANK#434 · 87 sh | 87 | $2.1K | 0.00% | 0.0% |
| 435 | GHP Investment Advisors#435 · 85 sh | 85 | $2.0K | — | 0.0% |
| 436 | Godfrey Financial Associates#436 · 79 sh | 79 | $1.9K | <0.01% | 0.0% |
| 437 | MARSHALL INVESTMENT MANAGEMENT#437 · 75 sh | 75 | $1.8K | <0.01% | New |
| 438 | MidFirst Bank#438 · 74 sh | 74 | $1.7K | <0.01% | 0.0% |
| 439 | Stone House Investment Management#439 · 71 sh | 71 | $1.7K | — | +273.7% |
| 440 | IFG Advisory#440 · 69 sh | 69 | $1.6K | <0.01% | New |
| 441 | Dogwood Wealth Management#441 · 67 sh | 67 | $1.6K | <0.01% | 0.0% |
| 442 | Cassaday & Wealth Management#442 · 64 sh | 64 | $1.5K | 0.00% | 0.0% |
| 443 | Halbert, Hargrove/Russell#443 · 62 sh | 62 | $1.5K | — | New |
| 444 | Caitlin John#444 · 59 sh | 59 | $1.4K | <0.01% | 0.0% |
| 445 | Inspire Investing#445 · 59 sh | 59 | $1.4K | — | -68.1% |
| 446 | Golden State Wealth Management#446 · 58 sh | 58 | $1.4K | <0.01% | 0.0% |
| 447 | Breakwater Investment Management#447 · 53 sh | 53 | $1.3K | — | New |
| 448 | Monetary Solutions, Ltd#448 · 51 sh | 51 | $1.2K | — | New |
| 449 | Geneos Wealth Management#449 · 48 sh | 48 | $1.1K | 0.00% | New |
| 450 | Silicon Valley Capital Partners#450 · 47 sh | 47 | $1.1K | <0.01% | 0.0% |
| 451 | Asset Dedication#451 · 46 sh | 46 | $1.1K | <0.01% | New |
| 452 | Abound Wealth Management#452 · 45 sh | 45 | $1.1K | — | 0.0% |
| 453 | TD Capital Management#453 · 42 sh | 42 | $980.00 | <0.01% | 0.0% |
| 454 | Grove Bank#454 · 40 sh | 40 | $943.00 | — | New |
| 455 | Game Plan Financial Advisors#455 · 30 sh | 30 | $707.00 | <0.01% | New |
| 456 | Mosley Wealth Management#456 · 22 sh | 22 | $519.00 | — | New |
| 457 | Tower Research Capital (TRC)#457 · 19 sh | 19 | $448.00 | 0.00% | New |
| 458 | Noble Wealth Management PBC#458 · 19 sh | 19 | $448.00 | — | New |
| 459 | Nvest Wealth Strategies#459 · 17 sh | 17 | $401.00 | — | 0.0% |
| 460 | Decker Retirement Planning#460 · 14 sh | 14 | $330.00 | — | New |
| 461 | Wilmington Savings Fund Society, FSB#461 · 11 sh | 11 | $259.00 | — | 0.0% |
| 462 | TD Waterhouse Canada#462 · 6 sh | 6 | $144.00 | — | 0.0% |
| 463 | Financial Gravity Companies, (FGCO)#463 · 2 sh | 2 | $47.00 | 0.00% | — |
| 464 | Trust Co#464 · 1 sh | 1 | $24.00 | — | 0.0% |
| 465 | Kingdom Financial Group#465 · 0 sh | 0 | $10.00 | 0.00% | New |
| 466 | Elequin Securities#466 · 5,105 sh | 5,105 | — | — | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.