Moran Wealth Management, LLC

Position in SMFG — Sumitomo Mitsui Financial Group, Inc.

CIK 1965334 Naples, FL

Position in SMFG

as of Mar 31, 2026 · filed Apr 27, 2026 Compact

Position Value

$7,996,162

+$659,113 QoQ

Shares Held

404,869

+6.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

Moran Wealth Management, LLC holds $44,006,910 across 5 Banks - Diversified names. SMFG ranks #3 (18.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	86,785	$25,528,675
2	MUFG	Mitsubishi Ufj Financial Group Inc	528,104	$8,961,923
3	SMFG	Sumitomo Mitsui Financial Group, Inc. This page	404,869	$7,996,162
4	BAC	Bank Of America Corp /De/	25,311	$1,233,911
5	CM	Canadian Imperial Bank Of Commerce /Can/	3,021	$286,239

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$7,996,162	404,869	+6.7%	Shares	Defined	2026-04-27
2025-12-31	$7,337,049	379,568	+18.5%	Shares	Defined	2026-01-26
2025-09-30	$5,361,353	320,272	+3.3%	Shares	Sole	2025-10-23
2025-06-30	$4,685,399	310,086	+2.8%	Shares	Sole	2025-07-28
2025-03-31	$4,662,349	301,575	-15.9%	Shares	Sole	2025-04-23
2024-12-31	$5,198,084	358,736	+7.7%	Shares	Sole	2025-02-07
2024-09-30	$4,208,732	333,233	-26.1%	Shares	Sole	2024-11-08
2024-06-30	$6,050,578	451,199	-14.6%	Shares	Sole	2024-08-13
2024-03-31	$6,218,244	528,313	+0.3%	Shares	Sole	2024-05-15
2023-12-31	$5,096,771	526,526	—	Shares	Sole	2024-02-08
No filing history on record for this holder in this stock.