Gateway Wealth Partners, LLC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 1966037
APPLETON, WI
Position in SMFG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$684,032
+$121,315 QoQ
Shares Held
29,009
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#194
of 457 holders
Holding Since
Mar 2026
2 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, 2026Gateway Wealth Partners, LLC holds $14,355,184 across 12 Banks - Diversified names. SMFG ranks #5 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
19,528 | $6,392,100 | |
| 2 | BAC |
Bank Of America Corp /De/
|
44,920 | $2,559,541 | |
| 3 | TD |
Toronto Dominion Bank
|
7,006 | $850,738 | |
| 4 | SAN |
Banco Santander, S.A.
|
52,442 | $723,699 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
29,009 | $684,032 | |
| 6 | RY |
Royal Bank Of Canada
|
3,284 | $679,689 | |
| 7 | BCS |
Barclays PLC
|
24,106 | $647,487 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
19,956 | $500,097 |
All Filings in SMFG
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $684,032 | 29,009 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $562,717 | 28,492 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||