Cordatus Wealth Management LLC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1715862
NEWTOWN, PA
Position in SMFG
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$829,285
+$141,393 QoQ
Shares Held
35,169
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#178
of 457 holders
Holding Since
Mar 2025
6 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, 2026Cordatus Wealth Management LLC holds $26,415,842 across 8 Banks - Diversified names. SMFG ranks #7 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
36,163 | $11,837,234 | |
| 2 | C |
Citigroup Inc
|
39,451 | $5,521,561 | |
| 3 | BAC |
Bank Of America Corp /De/
|
83,900 | $4,780,622 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
11,425 | $1,086,403 | |
| 5 | RY |
Royal Bank Of Canada
|
4,826 | $998,837 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
42,580 | $846,916 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
35,169 | $829,285 | |
| 8 | TD |
Toronto Dominion Bank
|
4,241 | $514,984 |
All Filings in SMFG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $829,285 | 35,169 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $687,892 | 34,830 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $670,944 | 34,710 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $604,682 | 36,122 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $544,201 | 36,016 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $569,901 | 36,863 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||