Summit Financial, LLC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1765536
PARSIPPANY, NJ
Position in SMFG
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,147,709
+$178,281 QoQ
Shares Held
48,673
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#151
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, 2026Summit Financial, LLC holds $102,191,237 across 9 Banks - Diversified names. SMFG ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
174,535 | $57,130,541 | |
| 2 | BAC |
Bank Of America Corp /De/
|
306,121 | $17,442,774 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
69,336 | $10,026,678 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
119,064 | $9,839,448 | |
| 5 | C |
Citigroup Inc
|
29,121 | $4,075,775 | |
| 6 | RY |
Royal Bank Of Canada
|
9,690 | $2,005,539 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
48,673 | $1,147,709 | |
| 8 | TD |
Toronto Dominion Bank
|
2,346 | $284,874 |
All Filings in SMFG
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,147,709 | 48,673 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $969,428 | 49,085 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $907,118 | 46,928 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $740,410 | 44,230 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $636,780 | 42,143 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $568,928 | 36,800 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||