Basepoint Wealth LLC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 2088236
CEDAR RAPIDS, IA
Position in SMFG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$19,288
+$3,133 QoQ
Shares Held
818
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#360
of 458 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, 2026Basepoint Wealth LLC holds $2,243,674 across 10 Banks - Diversified names. SMFG ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BNY |
Bank of New York Mellon Corp
|
6,826 | $987,107 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
2,113 | $691,648 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
3,917 | $323,700 | |
| 4 | BAC |
Bank Of America Corp /De/
|
2,225 | $126,780 | |
| 5 | C |
Citigroup Inc
|
310 | $43,387 | |
| 6 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
This page
|
818 | $19,288 | |
| 7 | SAN |
Banco Santander, S.A.
|
1,397 | $19,278 | |
| 8 | BCS |
Barclays PLC
|
649 | $17,432 |
All Filings in SMFG
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,288 | 818 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $16,155 | 818 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $15,811 | 818 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||