Net Worth Advisory Group
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1791998
SANDY, UT
Position in SMFG
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$523,782
+$72,633 QoQ
Shares Held
22,213
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#218
of 457 holders
Holding Since
Sep 2024
8 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, 2026Net Worth Advisory Group holds $9,000,927 across 10 Banks - Diversified names. SMFG ranks #7 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
8,187 | $2,679,850 | |
| 2 | C |
Citigroup Inc
|
8,233 | $1,152,290 | |
| 3 | BAC |
Bank Of America Corp /De/
|
19,039 | $1,084,842 | |
| 4 | UBS |
UBS Group AG
|
17,947 | $889,453 | |
| 5 | TD |
Toronto Dominion Bank
|
6,640 | $806,295 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
6,475 | $615,707 | |
| 7 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
22,213 | $523,782 | |
| 8 | ING |
Ing Groep NV
|
16,616 | $521,410 |
All Filings in SMFG
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $523,782 | 22,213 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $451,149 | 22,843 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $447,315 | 23,141 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $370,004 | 22,103 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $347,560 | 23,002 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $363,634 | 23,521 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $358,584 | 24,747 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $320,183 | 25,351 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||