Capital Wealth Planning, LLC

Position in SMFG — Sumitomo Mitsui Financial Group, Inc.

CIK 1566728 NAPLES, FL

Position in SMFG

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$25,788,661

+$4,851,469 QoQ

Shares Held

1,305,755

+20.6% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Capital Wealth Planning, LLC holds $985,185,187 across 7 Banks - Diversified names. SMFG ranks #4 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	2,873,074	$845,143,447
2	BMO	Bank Of Montreal /Can/	234,353	$31,717,335
3	MUFG	Mitsubishi Ufj Financial Group Inc	1,698,895	$28,830,248
4	SMFG	Sumitomo Mitsui Financial Group, Inc. This page	1,305,755	$25,788,661
5	BCS	Barclays PLC	906,223	$19,175,678
6	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	838,001	$18,151,101
7	SAN	Banco Santander, S.A.	1,452,014	$16,378,717

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.