Pinnacle Wealth Planning Services, Inc.
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1726752
MANSFIELD, OH
Position in SMFG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$774,956
+$117,202 QoQ
Shares Held
32,865
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#185
of 457 holders
Holding Since
Mar 2020
26 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, 2026Pinnacle Wealth Planning Services, Inc. holds $21,394,105 across 19 Banks - Diversified names. SMFG ranks #8 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
25,898 | $8,477,192 | |
| 2 | BAC |
Bank Of America Corp /De/
|
49,829 | $2,839,256 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
17,799 | $1,470,909 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
7,487 | $1,082,695 | |
| 5 | BCS |
Barclays PLC
|
37,563 | $1,008,942 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
10,263 | $975,908 | |
| 7 | SAN |
Banco Santander, S.A.
|
62,194 | $858,277 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
32,865 | $774,956 |
All Filings in SMFG
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $774,956 | 32,865 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $657,754 | 33,304 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $719,771 | 37,236 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $593,935 | 35,480 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $537,583 | 35,578 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $498,476 | 32,243 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $455,478 | 31,434 | Shares | Sole | 2025-02-27 | |
| 2024-09-30 | $501,373 | 39,697 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $528,421 | 39,405 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $464,020 | 39,424 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $364,035 | 37,607 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $388,188 | 39,410 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $399,074 | 46,404 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $388,704 | 48,588 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $403,301 | 50,287 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $323,900 | 58,891 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $197,945 | 33,550 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $400,778 | 63,920 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $279,496 | 41,163 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $292,492 | 41,725 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $285,790 | 41,479 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $298,895 | 41,227 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $245,509 | 39,791 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $175,681 | 31,428 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $171,331 | 30,486 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $186,761 | 38,990 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||