Sumitomo Mitsui Financial Group, Inc.

Advisors Asset Management, Inc. SMFG

Report date

6/30/2026

Quarter

2026 Q2

Filed

8/13/2026

Shares

141,675

Value ($000)

3,341

Weight

0.1%

2013 Q4 - 2026 Q2 (35 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2026 Q2	8/13/2026	3,341	0.1%	141,675	6/30/2026
2026 Q1	5/15/2026	2,757	0.0%	139,590	3/31/2026
2025 Q4	8/21/2026	2,271	0.0%	117,464	12/31/2025
2025 Q3	8/26/2026	1,630	0.0%	97,355	9/30/2025
2025 Q2	8/24/2026	1,241	0.0%	82,101	6/30/2025
2025 Q1	8/26/2026	1,039	0.0%	67,234	3/31/2025
2024 Q4	8/21/2026	935	0.0%	64,535	12/31/2024
2024 Q3	8/21/2026	743	0.0%	58,857	9/30/2024
2024 Q2	8/21/2026	694	0.0%	51,718	6/30/2024
2024 Q1	8/26/2026	474	0.0%	40,312	3/31/2024
2023 Q4	8/26/2026	322	0.0%	33,316	12/31/2023
2023 Q3	8/26/2026	345	0.0%	34,975	9/30/2023
2023 Q2	8/26/2026	329	0.0%	38,301	6/30/2023
2023 Q1	8/26/2026	658	0.0%	82,232	3/31/2023
2022 Q4	8/27/2026	684	0.0%	85,254	12/31/2022
2022 Q3	8/26/2026	629	0.0%	114,305	9/30/2022
2022 Q2	8/27/2026	725	0.0%	122,799	6/30/2022
2021 Q4	8/27/2026	703	0.0%	103,547	12/31/2021
2021 Q3	8/27/2026	617	0.0%	87,972	9/30/2021
2021 Q2	8/26/2026	402	0.0%	58,291	6/30/2021
2021 Q1	8/26/2026	529	0.0%	72,970	3/31/2021
2020 Q4	8/26/2026	509	0.0%	82,563	12/31/2020
2020 Q3	8/26/2026	754	0.0%	134,905	9/30/2020
2020 Q2	8/27/2026	977	0.0%	173,920	6/30/2020
2020 Q1	8/21/2026	1,030	0.0%	215,120	3/31/2020
2019 Q4	8/25/2026	1,656	0.0%	223,545	12/31/2019
2019 Q3	8/18/2026	1,636	0.0%	239,239	9/30/2019
2019 Q2	8/18/2026	1,801	0.0%	255,114	6/30/2019
2019 Q1	8/18/2026	1,845	0.0%	262,397	3/31/2019
2018 Q4	8/13/2026	1,885	0.0%	289,596	12/31/2018
2018 Q3	8/13/2026	2,517	0.0%	313,431	9/30/2018
2018 Q2	8/13/2026	2,528	0.0%	325,379	6/30/2018
2018 Q1	8/13/2026	2,782	0.0%	319,384	3/31/2018
2014 Q1	5/15/2014	1,808	0.0%	209,024	3/31/2014
2013 Q4	2/3/2014	1,652	0.0%	157,463	12/31/2013