SmartHarvest Portfolios, LLC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 2066604
SEATTLE, WA
Position in SMFG
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$702,118
+$166,992 QoQ
Shares Held
29,776
+9.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#192
of 457 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SMFG Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026SmartHarvest Portfolios, LLC holds $11,074,530 across 12 Banks - Diversified names. SMFG ranks #5 (6.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
13,371 | $4,376,729 | |
| 2 | BAC |
Bank Of America Corp /De/
|
25,895 | $1,475,497 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
11,969 | $989,118 | |
| 4 | C |
Citigroup Inc
|
6,424 | $899,103 | |
| 5 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
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|
29,776 | $702,118 | |
| 6 | HSBC |
Hsbc Holdings PLC
|
7,282 | $692,445 | |
| 7 | BNY |
Bank of New York Mellon Corp
|
3,316 | $479,526 | |
| 8 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
14,831 | $371,664 |
All Filings in SMFG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $702,118 | 29,776 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $535,126 | 27,095 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $541,433 | 28,010 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||