SMFG — Sumitomo Mitsui Fin Grp Inc 机构持仓 · 2026年Q3
谁持有 Sumitomo Mitsui Fin Grp Inc(SMFG)?2026年Q3(报告期截至 2026-09-30)共有 21 家机构在 SEC 13F 申报中报告持有,合计 5,496.73 万美元。前几大持有机构:Ferguson Wellman Capital Management, Inc(4,150.00 万美元)、Gradient Investments LLC(630.00 万美元)、Farther Finance Advisors, LLC(150.00 万美元)。
| 排名 | 机构 | 市值 | 股数 | 变动 |
|---|---|---|---|---|
| 1 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $41.5M | 1.6M | 减持 |
| 2 | Gradient Investments LLC | $6.3M | 244,002 | 减持 |
| 3 | Farther Finance Advisors, LLC | $1.5M | 57,202 | 增持 |
| 4 | GAMMA Investing LLC | $1.2M | 46,371 | 增持 |
| 5 | Legacy Wealth Asset Management, LLC | $1.2M | 46,286 | 增持 |
| 6 | Versant Capital Management, Inc | $1.2M | 45,374 | 增持 |
| 7 | Valeo Financial Advisors, LLC | $639,398 | 24,678 | 增持 |
| 8 | RIVERSEDGE ADVISORS, LLC | $421,452 | 16,266 | 增持 |
| 9 | Athena Wealth Management, LLC | $400,501 | 15,457 | 增持 |
| 10 | Wedmont Private Capital | $310,528 | 12,269 | 增持 |
| 11 | SAPIENT CAPITAL LLC | $211,814 | 8,175 | 新建仓 |
| 12 | Rosenberg Matthew Hamilton | $99,158 | 3,827 | 持平 |
| 13 | ELEVATION WEALTH PARTNERS, LLC | $24,045 | 928 | 持平 |
| 14 | Retirement Wealth Solutions LLC | $8,110 | 313 | 持平 |
| 15 | Planning Strategies Inc. | $7,799 | 301 | 新建仓 |
| 16 | CX Institutional | $4,000 | 142 | 持平 |
| 17 | CoreCap Advisors, LLC | $2,513 | 97 | 减持 |
| 18 | Noble Wealth Management PBC | $1,840 | 71 | 增持 |
| 19 | Grove Bank & Trust | $1,036 | 40 | 持平 |
| 20 | GILPIN WEALTH MANAGEMENT, LLC | $726 | 28 | 新建仓 |
| 21 | Trust Co | $26 | 1 | 持平 |
来源:SEC 13F 申报文件 · 截至 2026-09-30