First Affirmative Financial Network

Position in SMFG — Sumitomo Mitsui Financial Group, Inc.

CIK 1656282 COLORADO SPRINGS, CO

Position in SMFG

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$400,510

+$68,422 QoQ

Shares Held

20,279

+2.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

First Affirmative Financial Network holds $5,266,042 across 12 Banks - Diversified names. SMFG ranks #7 (7.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	2,521	$741,577
2	ING	Ing Groep NV	27,495	$716,244
3	BNS	Bank Of Nova Scotia	9,039	$626,493
4	HSBC	Hsbc Holdings PLC	6,335	$522,574
5	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	21,402	$463,567
6	BAC	Bank Of America Corp /De/	8,657	$422,028
7	SMFG	Sumitomo Mitsui Financial Group, Inc. This page	20,279	$400,510
8	TD	Toronto Dominion Bank	3,394	$316,694

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$400,510	20,279	+2.2%	Shares	Sole	2026-05-11
2025-09-30	$332,088	19,838	-3.5%	Shares	Sole	2025-11-20
2025-06-30	$310,722	20,564	-1.8%	Shares	Sole	2025-11-20
2025-03-31	$323,902	20,951	-0.3%	Shares	Sole	2025-04-11
2024-12-31	$304,362	21,005	-1.2%	Shares	Sole	2025-01-23
2024-09-30	$268,564	21,264	+10.4%	Shares	Sole	2024-10-10
2024-06-30	$258,397	19,269	+13.7%	Shares	Sole	2024-07-10
2024-03-31	$199,477	16,948	+9.4%	Shares	Sole	2024-04-11
2023-12-31	$149,904	15,486	+6.1%	Shares	Sole	2024-01-08
2023-09-30	$143,741	14,593	+30.1%	Shares	Sole	2023-10-16
2023-06-30	$96,492	11,220	—	Shares	Sole	2023-07-10
No filing history on record for this holder in this stock.