Naviter Wealth, LLC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1855567
LITTLE ROCK, AR
Position in SMFG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$4,072,761
+$1,387,848 QoQ
Shares Held
172,721
+27.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#78
of 458 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Naviter Wealth, LLC holds $60,452,557 across 11 Banks - Diversified names. SMFG ranks #8 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
35,526 | $11,628,725 | |
| 2 | HSBC |
Hsbc Holdings PLC
|
94,781 | $9,012,725 | |
| 3 | SAN |
Banco Santander, S.A.
|
431,070 | $5,948,766 | |
| 4 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
297,300 | $5,913,297 | |
| 5 | C |
Citigroup Inc
|
40,689 | $5,694,832 | |
| 6 | BAC |
Bank Of America Corp /De/
|
95,217 | $5,425,464 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
166,072 | $4,161,764 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
172,721 | $4,072,761 |
All Filings in SMFG
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,072,761 | 172,721 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,684,913 | 135,945 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,548,409 | 131,837 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,620,747 | 156,556 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,282,078 | 151,031 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,243,555 | 145,120 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $2,069,403 | 142,816 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,744,771 | 138,145 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,924,630 | 143,522 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,568,305 | 133,246 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,119,869 | 115,689 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $909,381 | 92,323 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $753,919 | 87,665 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $617,152 | 77,144 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $548,736 | 68,421 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $356,911 | 64,893 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $366,543 | 62,126 | Shares | Sole | 2022-07-18 | |
| No filing history on record for this holder in this stock. | ||||||