BSW Wealth Partners

Position in SMFG — Sumitomo Mitsui Financial Group, Inc.

CIK 1512601 BOULDER, CO

Position in SMFG

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$329,954

+$49,998 QoQ

Shares Held

13,993

-1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#260

of 458 holders

Holding Since

Sep 2021

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BSW Wealth Partners holds $8,522,544 across 8 Banks - Diversified names. SMFG ranks #6 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	11,347	$3,714,213
2	BNY	Bank of New York Mellon Corp	9,066	$1,311,034
3	C	Citigroup Inc	7,996	$1,119,120
4	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	37,954	$951,127
5	HSBC	Hsbc Holdings PLC	5,614	$533,835
6	SMFG	Sumitomo Mitsui Financial Group, Inc. This page	13,993	$329,954
7	WFC	Wells Fargo & Company/Mn	3,438	$284,116
8	BAC	Bank Of America Corp /De/	4,899	$279,145

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$329,954	13,993	-1.3%	Shares	Sole	2026-07-15
2026-03-31	$279,956	14,175	-2.4%	Shares	Sole	2026-04-14
2025-12-31	$280,826	14,528	-5.3%	Shares	Sole	2026-01-23
2025-09-30	$256,858	15,344	-14.0%	Shares	Sole	2025-10-15
2025-06-30	$269,607	17,843	-9.2%	Shares	Sole	2025-07-18
2025-03-31	$303,819	19,652	+4.4%	Shares	Sole	2025-04-24
2024-12-31	$272,629	18,815	+6.6%	Shares	Sole	2025-01-22
2024-09-30	$222,856	17,645	-15.4%	Shares	Sole	2024-10-29
2024-06-30	$279,585	20,849	+15.6%	Shares	Sole	2024-07-16
2024-03-31	$212,201	18,029	+63.9%	Shares	Sole	2024-04-23
2021-09-30	$77,117	11,001	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.