55 North Private Wealth, LLC
Position in SMFG — Sumitomo Mitsui Financial Group, Inc.
CIK 2106457
WINTER PARK, FL
Position in SMFG
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$513,195
+$270,883 QoQ
Shares Held
21,764
+77.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#220
of 458 holders
Holding Since
Dec 2025
3 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, 202655 North Private Wealth, LLC holds $11,680,186 across 17 Banks - Diversified names. SMFG ranks #8 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BAC |
Bank Of America Corp /De/
|
41,468 | $2,362,846 | |
| 2 | JPM |
Jpmorgan Chase & Co
|
6,506 | $2,129,608 | |
| 3 | C |
Citigroup Inc
|
6,697 | $937,312 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
8,794 | $836,221 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
8,125 | $671,450 | |
| 6 | SAN |
Banco Santander, S.A.
|
43,635 | $602,163 | |
| 7 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
26,685 | $530,764 | |
| 8 | SMFG |
Sumitomo Mitsui Financial Group, Inc.
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|
21,764 | $513,195 |
All Filings in SMFG
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $513,195 | 21,764 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $242,312 | 12,269 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $201,070 | 10,402 | Shares | Sole | 2026-01-27 | |
| No filing history on record for this holder in this stock. | ||||||