Capital Wealth Planning, LLC

Position in SMFG — Sumitomo Mitsui Financial Group, Inc.

CIK 1566728 NAPLES, FL

Position in SMFG

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$39,141,903

+$13,353,242 QoQ

Shares Held

1,659,962

+27.1% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#15

of 458 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Capital Wealth Planning, LLC holds $1,142,084,837 across 7 Banks - Diversified names. SMFG ranks #4 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	2,882,314	$943,467,840
2	BMO	Bank Of Montreal /Can/	257,802	$45,553,613
3	MUFG	Mitsubishi Ufj Financial Group Inc	2,059,506	$40,963,573
4	SMFG	Sumitomo Mitsui Financial Group, Inc. This page	1,659,962	$39,141,903
5	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	1,015,769	$25,455,170
6	SAN	Banco Santander, S.A.	1,757,251	$24,250,063
7	BCS	Barclays PLC	865,699	$23,252,675

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,141,903	1,659,962	+27.1%	Shares	Other	2026-08-14
2026-03-31	$25,788,661	1,305,755	+20.6%	Shares	Sole	2026-05-15
2025-12-31	$20,937,192	1,083,145	+37.7%	Shares	Other	2026-02-11
2025-09-30	$13,172,120	786,865	+31.7%	Shares	Other	2025-11-13
2025-06-30	$9,029,358	597,575	+119.9%	Shares	Other	2025-08-07
2025-03-31	$4,202,151	271,808	+77.1%	Shares	Other	2025-05-12
2024-12-31	$2,223,809	153,472	+35.4%	Shares	Other	2025-02-05
2024-09-30	$1,431,496	113,341	-64.6%	Shares	Other	2024-11-12
2024-06-30	$4,297,462	320,467	+36.0%	Shares	Other	2024-08-09
2024-03-31	$2,772,611	235,566	+100.8%	Shares	Other	2024-05-07
2023-12-31	$1,135,764	117,331	—	Shares	Other	2024-02-08
No filing history on record for this holder in this stock.