Position in SMFG
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$254,758
+$55,106 QoQ
Shares Held
10,804
+6.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#293
of 457 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026XXI WEALTH, LLC holds $8,588,107 across 9 Banks - Diversified names. SMFG ranks #8 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
12,887 | $4,218,301 | |
| 2 | C |
Citigroup Inc
|
11,099 | $1,553,416 | |
| 3 | BAC |
Bank Of America Corp /De/
|
14,830 | $845,013 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
6,064 | $576,625 | |
| 5 | RY |
Royal Bank Of Canada
|
1,530 | $316,664 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
15,018 | $298,708 | |
| 7 | SAN |
Banco Santander, S.A.
|
20,400 | $281,520 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
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|
10,804 | $254,758 |
All Filings in SMFG
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,758 | 10,804 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $199,652 | 10,109 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||