Tranquilli Financial Advisor LLC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1847769
Clinton, NJ
Position in SMFG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$265,416
+$50,181 QoQ
Shares Held
11,256
+3.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#287
of 457 holders
Holding Since
Mar 2026
2 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, 2026Tranquilli Financial Advisor LLC holds $4,828,262 across 7 Banks - Diversified names. SMFG ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
5,150 | $1,685,749 | |
| 2 | WFC |
Wells Fargo & Company/Mn
|
13,135 | $1,085,476 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
6,981 | $1,009,522 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
2,892 | $275,000 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
11,256 | $265,416 | |
| 6 | BCS |
Barclays PLC
|
9,639 | $258,903 | |
| 7 | UBS |
UBS Group AG
|
5,008 | $248,196 |
All Filings in SMFG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $265,416 | 11,256 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $215,235 | 10,898 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||