Beaird Harris Wealth Management, LLC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1908938
DALLAS, TX
Position in SMFG
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$3,867
+$628 QoQ
Shares Held
164
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#407
of 458 holders
Holding Since
Jun 2025
5 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, 2026Beaird Harris Wealth Management, LLC holds $1,331,116 across 9 Banks - Diversified names. SMFG ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,687 | $879,535 | |
| 2 | BAC |
Bank Of America Corp /De/
|
3,082 | $175,612 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
2,020 | $166,932 | |
| 4 | C |
Citigroup Inc
|
594 | $83,136 | |
| 5 | SAN |
Banco Santander, S.A.
|
459 | $6,334 | |
| 6 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
247 | $6,189 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
287 | $5,708 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
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|
164 | $3,867 |
All Filings in SMFG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,867 | 164 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $3,239 | 164 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,170 | 164 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $2,745 | 164 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,616 | 107 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||