RAFFA WEALTH MANAGEMENT, LLC

Position in SMFG — Sumitomo Mitsui Financial Group, Inc.

CIK 1631073 WASHINGTON, DC

Position in SMFG

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$18,510

+$8,616 QoQ

Shares Held

785

+56.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#362

of 458 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

RAFFA WEALTH MANAGEMENT, LLC holds $740,555 across 18 Banks - Diversified names. SMFG ranks #7 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	1,236	$404,579
2	BAC	Bank Of America Corp /De/	979	$55,783
3	C	Citigroup Inc	389	$54,444
4	WFC	Wells Fargo & Company/Mn	453	$37,435
5	HSBC	Hsbc Holdings PLC	339	$32,235
6	BNY	Bank of New York Mellon Corp	208	$30,078
7	SMFG	Sumitomo Mitsui Financial Group, Inc. This page	785	$18,510
8	UBS	UBS Group AG	348	$17,246

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,510	785	+56.7%	Shares	Sole	2026-07-27
2026-03-31	$9,894	501	0.0%	Shares	Sole	2026-07-27
2025-12-31	$9,684	501	-10.7%	Shares	Sole	2026-07-27
2025-09-30	$9,391	561	+19.1%	Shares	Sole	2026-07-27
2025-06-30	$7,116	471	0.0%	Shares	Sole	2026-07-27
2025-03-31	$7,281	471	0.0%	Shares	Sole	2026-07-27
2024-12-31	$6,824	471	0.0%	Shares	Sole	2026-07-27
2024-09-30	$5,948	471	0.0%	Shares	Sole	2026-07-27
2024-06-30	$6,316	471	0.0%	Shares	Sole	2026-07-27
2024-03-31	$5,543	471	+227.1%	Shares	Sole	2026-07-27
2023-12-31	$1,393	144	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.