FWL INVESTMENT MANAGEMENT, LLC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1829231
Dallas, TX
Position in SMFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$29,451
+$23,191 QoQ
Shares Held
1,249
+294.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#342
of 457 holders
Holding Since
Jun 2025
5 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, 2026FWL INVESTMENT MANAGEMENT, LLC holds $5,016,708 across 10 Banks - Diversified names. SMFG ranks #2 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
15,042 | $4,923,697 | |
| 2 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
1,249 | $29,451 | |
| 3 | BAC |
Bank Of America Corp /De/
|
281 | $16,011 | |
| 4 | C |
Citigroup Inc
|
103 | $14,415 | |
| 5 | SAN |
Banco Santander, S.A.
|
971 | $13,399 | |
| 6 | TD |
Toronto Dominion Bank
|
49 | $5,950 | |
| 7 | RY |
Royal Bank Of Canada
|
26 | $5,381 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
141 | $3,533 |
All Filings in SMFG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,451 | 1,249 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $6,260 | 317 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $10,399 | 538 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $38,686 | 2,311 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $11,347 | 751 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||