DIVERSIFY WEALTH MANAGEMENT, LLC

Position in SMFG — Sumitomo Mitsui Financial Group, Inc.

CIK 2030780 SANDY, UT

Position in SMFG

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

Position Value

$2,744,499

+$389,371 QoQ

Shares Held

116,391

-2.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#98

of 457 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

DIVERSIFY WEALTH MANAGEMENT, LLC holds $72,181,423 across 15 Banks - Diversified names. SMFG ranks #8 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co	72,679	$23,790,017
2	BAC	Bank Of America Corp /De/	299,572	$17,069,612
3	C	Citigroup Inc	36,197	$5,066,132
4	WFC	Wells Fargo & Company/Mn	58,391	$4,825,432
5	BBVA	Banco Bilbao Vizcaya Argentaria, S.A.	186,236	$4,667,074
6	MUFG	Mitsubishi Ufj Financial Group Inc	222,085	$4,417,270
7	BCS	Barclays PLC	140,040	$3,761,474
8	SMFG	Sumitomo Mitsui Financial Group, Inc. This page	116,391	$2,744,499

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,744,499	116,391	-2.4%	Shares	Sole	2026-07-30
2026-03-31	$2,355,128	119,247	+38.9%	Shares	Sole	2026-05-01
2025-12-31	$1,659,229	85,837	+4.4%	Shares	Sole	2026-02-03
2025-09-30	$1,376,781	82,245	+2.1%	Shares	Sole	2025-11-12
2025-06-30	$1,217,110	80,550	+18.6%	Shares	Sole	2025-08-14
2025-03-31	$1,049,672	67,896	+11.2%	Shares	Sole	2025-05-01
2024-12-31	$885,005	61,077	+18.5%	Shares	Sole	2025-01-16
2024-09-30	$650,748	51,524	+5.3%	Shares	Sole	2024-10-25
2024-06-30	$656,030	48,921	—	Shares	Sole	2024-08-08
No filing history on record for this holder in this stock.