PFS Partners, LLC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 2002654
MINE HILL, NJ
Position in SMFG
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$15,279
+$2,481 QoQ
Shares Held
648
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#369
of 458 holders
Holding Since
Dec 2025
3 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, 2026PFS Partners, LLC holds $1,067,198 across 6 Banks - Diversified names. SMFG ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
2,057 | $673,317 | |
| 2 | C |
Citigroup Inc
|
1,341 | $187,686 | |
| 3 | BNY |
Bank of New York Mellon Corp
|
1,022 | $147,791 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
486 | $40,163 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
648 | $15,279 | |
| 6 | BAC |
Bank Of America Corp /De/
|
52 | $2,962 |
All Filings in SMFG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,279 | 648 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $12,798 | 648 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $26,965 | 1,395 | Shares | Sole | 2026-01-16 | |
| No filing history on record for this holder in this stock. | ||||||