JNBA Financial Advisors

Position in SMFG — Sumitomo Mitsui Financial Group, Inc.

CIK 1569118 BLOOMINGTON, MN

Position in SMFG

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$8,512

+$6,695 QoQ

Shares Held

361

+292.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#385

of 458 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

JNBA Financial Advisors holds $5,214,287 across 15 Banks - Diversified names. SMFG ranks #8 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	8,578	$2,807,836
2	BAC	Bank Of America Corp /De/	18,925	$1,078,346
3	WFC	Wells Fargo & Company/Mn	8,314	$687,068
4	BNY	Bank of New York Mellon Corp	3,255	$470,705
5	BMO	Bank Of Montreal /Can/	457	$80,751
6	RY	Royal Bank Of Canada	160	$33,115
7	SAN	Banco Santander, S.A.	703	$9,701
8	SMFG	Sumitomo Mitsui Financial Group, Inc. This page	361	$8,512

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,512	361	+292.4%	Shares	Sole	2026-07-23
2026-03-31	$1,817	92	0.0%	Shares	Sole	2026-04-23
2025-12-31	$1,778	92	-93.8%	Shares	Sole	2026-01-26
2022-12-31	$11,821	1,474	0.0%	Shares	Sole	2023-02-07
2022-09-30	$8,107	1,474	0.0%	Shares	Sole	2022-11-07
2022-06-30	$8,696	1,474	0.0%	Shares	Sole	2022-07-22
2022-03-31	$9,241	1,474	-13.2%	Shares	Sole	2022-04-29
2021-12-31	$11,536	1,699	0.0%	Shares	Sole	2022-02-03
2021-09-30	$11,909	1,699	0.0%	Shares	Sole	2021-11-10
2021-06-30	$11,706	1,699	0.0%	Shares	Sole	2021-08-04
2021-03-31	$12,317	1,699	0.0%	Shares	Sole	2021-05-03
2020-12-31	$10,482	1,699	0.0%	Shares	Sole	2021-01-25
2020-09-30	$9,497	1,699	0.0%	Shares	Sole	2020-11-05
2020-06-30	$9,548	1,699	0.0%	Shares	Sole	2020-07-24
2020-03-31	$8,138	1,699	—	Shares	Sole	2020-05-01
No filing history on record for this holder in this stock.