ACORN CREEK CAPITAL LLC

Position in SMFG — Sumitomo Mitsui Financial Group, Inc.

CIK 1994827 FORT COLLINS, CO

Position in SMFG

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$331,511

+$54,498 QoQ

Shares Held

14,059

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.35%

of 13F equity value

Holder Rank

#259

of 457 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ACORN CREEK CAPITAL LLC holds $2,774,865 across 6 Banks - Diversified names. SMFG ranks #4 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	3,361	$1,100,156
2	HSBC	Hsbc Holdings PLC	5,787	$550,285
3	BAC	Bank Of America Corp /De/	6,092	$347,122
4	SMFG	Sumitomo Mitsui Financial Group, Inc. This page	14,059	$331,511
5	RY	Royal Bank Of Canada	1,091	$225,804
6	WFC	Wells Fargo & Company/Mn	2,662	$219,987

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$331,511	14,059	+0.2%	Shares	Sole	2026-08-06
2026-03-31	$277,013	14,026	+1.1%	Shares	Sole	2026-05-12
2025-12-31	$268,145	13,872	+1.1%	Shares	Sole	2026-02-02
2025-09-30	$229,739	13,724	+0.3%	Shares	Sole	2025-11-06
2025-06-30	$206,825	13,688	+0.9%	Shares	Sole	2025-07-25
2025-03-31	$209,792	13,570	+0.7%	Shares	Sole	2025-04-22
2024-12-31	$195,180	13,470	+0.0%	Shares	Sole	2025-01-22
2024-09-30	$170,075	13,466	+1.4%	Shares	Sole	2024-10-15
2024-06-30	$178,004	13,274	+0.2%	Shares	Sole	2024-07-18
2024-03-31	$155,870	13,243	-0.4%	Shares	Sole	2024-04-24
2023-12-31	$128,666	13,292	—	Shares	Sole	2024-02-12
No filing history on record for this holder in this stock.