Park Square Financial Group, LLC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 2058285
ROSWELL, GA
Position in SMFG
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$6,460
-$985 QoQ
Shares Held
274
-27.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#390
of 457 holders
Holding Since
Dec 2024
7 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 Jun 30, 2026Park Square Financial Group, LLC holds $80,748 across 8 Banks - Diversified names. SMFG ranks #5 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
79 | $25,859 | |
| 2 | BAC |
Bank Of America Corp /De/
|
272 | $15,498 | |
| 3 | TD |
Toronto Dominion Bank
|
77 | $9,350 | |
| 4 | SAN |
Banco Santander, S.A.
|
486 | $6,706 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
274 | $6,460 | |
| 6 | RY |
Royal Bank Of Canada
|
31 | $6,416 | |
| 7 | BCS |
Barclays PLC
|
228 | $6,124 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
173 | $4,335 |
All Filings in SMFG
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,460 | 274 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $7,445 | 377 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $31,488 | 1,629 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $17,258 | 1,031 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $35,975 | 2,381 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $28,878 | 1,868 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $34,123 | 2,355 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||