Traveka Wealth, LLC

Position in SMFG — Sumitomo Mitsui Financial Group, Inc.

CIK 2009176 LOS ALTOS, CA

Position in SMFG

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$627,935

+$100,097 QoQ

Shares Held

26,630

-0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#201

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

Traveka Wealth, LLC holds $7,817,034 across 13 Banks - Diversified names. SMFG ranks #4 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	6,662	$2,180,672
2	HSBC	Hsbc Holdings PLC	10,132	$963,451
3	MUFG	Mitsubishi Ufj Financial Group Inc	37,939	$754,606
4	SMFG	Sumitomo Mitsui Financial Group, Inc. This page	26,630	$627,935
5	BAC	Bank Of America Corp /De/	8,652	$492,990
6	SAN	Banco Santander, S.A.	35,204	$485,815
7	WFC	Wells Fargo & Company/Mn	5,650	$466,916
8	UBS	UBS Group AG	7,500	$371,700

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$627,935	26,630	-0.4%	Shares	Sole	2026-07-21
2026-03-31	$527,838	26,726	+2.3%	Shares	Sole	2026-04-22
2025-12-31	$504,764	26,113	+1.4%	Shares	Sole	2026-01-08
2025-09-30	$430,887	25,740	+0.3%	Shares	Sole	2025-10-17
2025-06-30	$387,828	25,667	-8.0%	Shares	Sole	2025-07-16
2025-03-31	$431,519	27,912	+1.1%	Shares	Sole	2025-04-29
2024-12-31	$399,895	27,598	+0.3%	Shares	Sole	2025-01-13
2024-09-30	$347,527	27,516	+0.0%	Shares	Sole	2024-10-08
2024-06-30	$368,855	27,506	+3.2%	Shares	Sole	2024-07-16
2024-03-31	$313,635	26,647	+4.3%	Shares	Sole	2024-04-16
2023-12-31	$247,227	25,540	—	Shares	Sole	2024-01-24
No filing history on record for this holder in this stock.