RICHARDSON FINANCIAL SERVICES INC.

Position in SMFG — Sumitomo Mitsui Financial Group, Inc.

CIK 2012303 MEDWAY, MA

Position in SMFG

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$100,120

+$24,320 QoQ

Shares Held

4,246

+10.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#316

of 456 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

RICHARDSON FINANCIAL SERVICES INC. holds $3,915,300 across 10 Banks - Diversified names. SMFG ranks #7 (2.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	5,983	$1,958,413
2	C	Citigroup Inc	4,701	$657,951
3	BNY	Bank of New York Mellon Corp	2,815	$407,077
4	BAC	Bank Of America Corp /De/	5,528	$314,985
5	TD	Toronto Dominion Bank	927	$112,565
6	SAN	Banco Santander, S.A.	7,512	$103,665
7	SMFG	Sumitomo Mitsui Financial Group, Inc. This page	4,246	$100,120
8	RY	Royal Bank Of Canada	479	$99,138

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$100,120	4,246	+10.6%	Shares	Sole	2026-08-10
2026-03-31	$75,800	3,838	-5.0%	Shares	Sole	2026-05-04
2025-12-31	$78,131	4,042	+11.3%	Shares	Sole	2026-01-22
2025-09-30	$60,782	3,631	+1.5%	Shares	Sole	2025-10-28
2025-06-30	$54,047	3,577	+0.9%	Shares	Sole	2025-07-25
2025-03-31	$54,804	3,545	+1.4%	Shares	Sole	2025-05-06
2024-12-31	$50,656	3,496	+36.8%	Shares	Sole	2025-01-24
2024-09-30	$32,282	2,556	+1.7%	Shares	Sole	2024-10-24
2024-06-30	$33,699	2,513	+0.9%	Shares	Sole	2024-08-12
2024-03-31	$29,307	2,490	—	Shares	Sole	2024-05-03
No filing history on record for this holder in this stock.