Intergy Private Wealth, LLC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1911342
COLORADO SPRINGS, CO
Position in SMFG
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$313,708
+$64,207 QoQ
Shares Held
13,304
+5.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#269
of 457 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, 2026Intergy Private Wealth, LLC holds $2,541,825 across 7 Banks - Diversified names. SMFG ranks #4 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,498 | $817,670 | |
| 2 | BAC |
Bank Of America Corp /De/
|
6,583 | $375,099 | |
| 3 | HSBC |
Hsbc Holdings PLC
|
3,519 | $334,621 | |
| 4 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
13,304 | $313,708 | |
| 5 | C |
Citigroup Inc
|
1,739 | $243,390 | |
| 6 | RY |
Royal Bank Of Canada
|
1,174 | $242,982 | |
| 7 | SAN |
Banco Santander, S.A.
|
15,533 | $214,355 |
All Filings in SMFG
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $313,708 | 13,304 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $249,501 | 12,633 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $247,424 | 12,800 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $203,273 | 12,143 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $166,376 | 11,011 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||