Dynasty Wealth Management, LLC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1727599
ST. PETERSBURG, FL
Position in SMFG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,407,348
+$1,062,158 QoQ
Shares Held
59,684
+241.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#139
of 458 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Dynasty Wealth Management, LLC holds $23,002,472 across 9 Banks - Diversified names. SMFG ranks #7 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
29,047 | $9,507,954 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
32,101 | $2,652,826 | |
| 3 | SAN |
Banco Santander, S.A.
|
184,305 | $2,543,409 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
23,013 | $2,188,306 | |
| 5 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
74,982 | $1,491,391 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
58,801 | $1,473,553 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
59,684 | $1,407,348 | |
| 8 | ING |
Ing Groep NV
|
29,654 | $930,542 |
All Filings in SMFG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,407,348 | 59,684 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $345,190 | 17,478 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $348,171 | 18,012 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $236,536 | 14,130 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||