Walkner Condon Financial Advisors LLC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1817494
MADISON, WI
Position in SMFG
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$336,180
+$54,111 QoQ
Shares Held
14,257
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#258
of 457 holders
Holding Since
Sep 2025
4 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, 2026Walkner Condon Financial Advisors LLC holds $4,055,685 across 9 Banks - Diversified names. SMFG ranks #4 (8.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
4,587 | $1,501,462 | |
| 2 | BAC |
Bank Of America Corp /De/
|
9,010 | $513,389 | |
| 3 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
23,184 | $461,129 | |
| 4 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
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|
14,257 | $336,180 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
3,921 | $324,031 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
2,887 | $274,524 | |
| 7 | C |
Citigroup Inc
|
1,948 | $272,642 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
8,126 | $203,637 |
All Filings in SMFG
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,180 | 14,257 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $282,069 | 14,282 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $225,716 | 11,677 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $174,045 | 10,397 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||