TRUST POINT INC.

Position in SMFG — Sumitomo Mitsui Financial Group, Inc.

CIK 1635633 LA CROSSE, WI

Position in SMFG

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$599,804

+$123,652 QoQ

Shares Held

25,437

+5.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#205

of 457 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 45% Shared 0% None 55%

Financial Services · as of Jun 30, 2026

TRUST POINT INC. holds $17,547,828 across 10 Banks - Diversified names. SMFG ranks #8 (3.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	19,482	$6,377,042
2	WFC	Wells Fargo & Company/Mn	54,673	$4,518,176
3	HSBC	Hsbc Holdings PLC	13,421	$1,276,202
4	C	Citigroup Inc	8,908	$1,246,762
5	MUFG	Mitsubishi Ufj Financial Group Inc	49,093	$976,459
6	SAN	Banco Santander, S.A.	61,357	$846,726
7	UBS	UBS Group AG	13,926	$690,172
8	SMFG	Sumitomo Mitsui Financial Group, Inc. This page	25,437	$599,804

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$599,804	25,437	+5.5%	Shares	Sole	2026-07-08
2026-03-31	$476,152	24,109	+22.8%	Shares	Sole	2026-04-15
2025-12-31	$379,505	19,633	+16.8%	Shares	Sole	2026-01-13
2025-09-30	$281,466	16,814	+39.9%	Shares	Sole	2025-10-10
2025-06-30	$181,546	12,015	-2.8%	Shares	Sole	2025-07-10
2025-03-31	$191,162	12,365	-3.9%	Shares	Sole	2025-04-17
2024-12-31	$186,486	12,870	-0.2%	Shares	Sole	2025-01-24
2024-09-30	$162,889	12,897	-2.0%	Shares	Sole	2024-10-17
2024-06-30	$176,489	13,161	-28.8%	Shares	Sole	2024-07-24
2024-03-31	$217,674	18,494	+26.0%	Shares	Sole	2024-04-19
2023-12-31	$142,054	14,675	—	Shares	Sole	2024-01-23
No filing history on record for this holder in this stock.