PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 2026926
MINNEAPOLIS, MN
Position in SMFG
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$2,727,099
-$103,141 QoQ
Shares Held
138,081
-5.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC holds $25,583,931 across 7 Banks - Diversified names. SMFG ranks #3 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
43,938 | $12,924,802 | |
| 2 | BCS |
Barclays PLC
|
176,420 | $3,733,047 | |
| 3 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
138,081 | $2,727,099 | |
| 4 | ING |
Ing Groep NV
|
101,528 | $2,644,804 | |
| 5 | BAC |
Bank Of America Corp /De/
|
53,216 | $2,594,280 | |
| 6 | WFC |
Wells Fargo & Company/Mn
|
7,365 | $586,327 | |
| 7 | C |
Citigroup Inc
|
3,294 | $373,572 |
All Filings in SMFG
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,727,099 | 138,081 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,830,240 | 146,417 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,513,276 | 150,136 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,254,563 | 149,210 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,262,339 | 146,335 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,508,043 | 242,101 | Shares | Sole | 2025-02-19 | |
| No filing history on record for this holder in this stock. | ||||||