Dakota Wealth Management
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1631353
PALM BEACH GARDENS, FL
Position in SMFG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,046,315
+$292,596 QoQ
Shares Held
44,373
+16.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#158
of 458 holders
Holding Since
Jun 2022
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Dakota Wealth Management holds $115,313,214 across 6 Banks - Diversified names. SMFG ranks #5 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
199,334 | $65,247,998 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
163,812 | $23,688,853 | |
| 3 | BAC |
Bank Of America Corp /De/
|
394,512 | $22,479,293 | |
| 4 | C |
Citigroup Inc
|
15,232 | $2,131,870 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
44,373 | $1,046,315 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
8,699 | $718,885 |
All Filings in SMFG
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,046,315 | 44,373 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $753,719 | 38,163 | Shares | Defined | 2026-08-26 | |
| 2025-12-31 | $732,452 | 37,892 | Shares | Sole | 2026-08-26 | |
| 2025-09-30 | $562,999 | 33,632 | Shares | Sole | 2026-08-26 | |
| 2025-06-30 | $366,311 | 24,243 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $226,303 | 14,638 | Shares | Sole | 2025-05-02 | |
| 2022-12-31 | $87,289 | 10,884 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $58,608 | 10,656 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $59,978 | 10,166 | Shares | Other | 2022-08-05 | |
| No filing history on record for this holder in this stock. | ||||||