Canopy Partners, LLC

Position in SMFG — Sumitomo Mitsui Financial Group, Inc.

CIK 1960860 CINCINNATI, OH

Position in SMFG

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$344,881

+$75,156 QoQ

Shares Held

14,626

+7.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#256

of 458 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Canopy Partners, LLC holds $10,376,456 across 12 Banks - Diversified names. SMFG ranks #8 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	14,168	$4,637,611
2	BAC	Bank Of America Corp /De/	33,466	$1,906,892
3	RY	Royal Bank Of Canada	2,885	$597,108
4	WFC	Wells Fargo & Company/Mn	6,036	$498,815
5	ING	Ing Groep NV	15,497	$486,295
6	HSBC	Hsbc Holdings PLC	4,837	$459,950
7	BCS	Barclays PLC	13,901	$373,380
8	SMFG	Sumitomo Mitsui Financial Group, Inc. This page	14,626	$344,881

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$344,881	14,626	+7.1%	Shares	Sole	2026-07-22
2026-03-31	$269,725	13,657	+0.2%	Shares	Sole	2026-05-11
2025-12-31	$263,409	13,627	+1.9%	Shares	Sole	2026-02-12
2025-09-30	$223,780	13,368	+6.5%	Shares	Sole	2025-10-30
2025-06-30	$189,751	12,558	-0.5%	Shares	Sole	2025-07-23
2025-03-31	$195,043	12,616	+1.1%	Shares	Sole	2025-05-07
2024-12-31	$180,762	12,475	+0.1%	Shares	Sole	2025-02-13
2024-09-30	$157,432	12,465	-1.6%	Shares	Sole	2024-11-12
2024-06-30	$169,837	12,665	+3.6%	Shares	Sole	2024-08-09
2024-03-31	$143,947	12,230	—	Shares	Sole	2024-05-15
No filing history on record for this holder in this stock.