Legacy Wealth Asset Management, LLC

Position in SMFG — Sumitomo Mitsui Financial Group, Inc.

CIK 1846151 WOODBURY, MN

Position in SMFG

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$970,246

+$156,803 QoQ

Shares Held

41,147

-0.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#167

of 457 holders

Holding Since

Sep 2022

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Legacy Wealth Asset Management, LLC holds $14,620,137 across 11 Banks - Diversified names. SMFG ranks #8 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MUFG	Mitsubishi Ufj Financial Group Inc	138,018	$2,745,178
2	UBS	UBS Group AG	51,940	$2,574,146
3	BNY	Bank of New York Mellon Corp	9,572	$1,384,206
4	ING	Ing Groep NV	37,040	$1,162,315
5	BCS	Barclays PLC	41,335	$1,110,258
6	RY	Royal Bank Of Canada	5,213	$1,078,934
7	HSBC	Hsbc Holdings PLC	11,194	$1,064,437
8	SMFG	Sumitomo Mitsui Financial Group, Inc. This page	41,147	$970,246

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$970,246	41,147	-0.1%	Shares	Sole	2026-07-09
2026-03-31	$813,443	41,187	+0.8%	Shares	Sole	2026-04-08
2025-12-31	$790,055	40,872	-80.2%	Shares	Sole	2026-01-12
2024-03-31	$2,428,645	206,342	-0.4%	Shares	Sole	2024-04-19
2023-12-31	$2,004,631	207,090	+8.6%	Shares	Sole	2024-01-10
2023-09-30	$1,878,227	190,683	+14.4%	Shares	Sole	2023-11-01
2023-06-30	$1,433,164	166,647	+0.6%	Shares	Sole	2023-08-04
2023-03-31	$1,325,832	165,729	-8.9%	Shares	Sole	2023-04-24
2022-12-31	$1,458,894	181,907	-32.7%	Shares	Sole	2023-02-02
2022-09-30	$1,487,662	270,484	—	Shares	Sole	2022-10-14
No filing history on record for this holder in this stock.