TRED AVON FAMILY WEALTH, LLC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 2094435
EASTON, MD
Position in SMFG
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$747,368
+$121,392 QoQ
Shares Held
31,695
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#188
of 457 holders
Holding Since
Sep 2025
4 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, 2026TRED AVON FAMILY WEALTH, LLC holds $22,485,025 across 4 Banks - Diversified names. SMFG ranks #3 (3.3% of the industry book) .
All Filings in SMFG
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $747,368 | 31,695 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $625,976 | 31,695 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $721,666 | 37,334 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $728,759 | 43,534 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||