Bruce G. Allen Investments, LLC

Position in SMFG — Sumitomo Mitsui Financial Group, Inc.

CIK 2005409 DENVER, CO

Position in SMFG

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$201,514

+$34,647 QoQ

Shares Held

8,546

+1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#309

of 456 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Bruce G. Allen Investments, LLC holds $3,723,099 across 18 Banks - Diversified names. SMFG ranks #6 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	2,078	$680,191
2	BNY	Bank of New York Mellon Corp	4,353	$629,487
3	BAC	Bank Of America Corp /De/	8,549	$487,122
4	WFC	Wells Fargo & Company/Mn	4,745	$392,126
5	ING	Ing Groep NV	10,631	$333,600
6	SMFG	Sumitomo Mitsui Financial Group, Inc. This page	8,546	$201,514
7	C	Citigroup Inc	1,240	$173,550
8	RY	Royal Bank Of Canada	656	$135,772

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$201,514	8,546	+1.1%	Shares	Sole	2026-07-31
2026-03-31	$166,867	8,449	-5.8%	Shares	Sole	2026-05-08
2025-12-31	$173,293	8,965	+0.2%	Shares	Sole	2026-02-10
2025-09-30	$149,705	8,943	+0.5%	Shares	Sole	2025-10-30
2025-06-30	$134,418	8,896	+2.1%	Shares	Sole	2025-07-09
2025-03-31	$134,672	8,711	+60.0%	Shares	Sole	2025-04-14
2024-12-31	$78,898	5,445	+29.5%	Shares	Sole	2025-01-10
2024-09-30	$53,121	4,206	+15.5%	Shares	Sole	2024-10-08
2024-06-30	$48,812	3,640	+5.8%	Shares	Sole	2024-07-12
2024-03-31	$40,488	3,440	-0.1%	Shares	Sole	2024-04-10
2023-12-31	$33,328	3,443	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.