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Canopy Partners, LLC

SEC CIK
0001960860
Latest filing
Jul 22, 2026

SMFG holding history

Sumitomo Mitsui Financial Group, Inc. in every 13F filed by Canopy Partners, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SMFG overviewAll 13F holders of SMFGFull Q2 2026 holdings

Shares (Q2 2026)
14,626
Value
$344.9K
% of portfolio
0.1%
Quarters held
10
Since Q1 2024
Holdings of SMFG by Canopy Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,626$344.9K0.1%+969+7.1%AddedHolders
Q1 202613,657$269.7K0.1%+30+0.2%AddedHolders
Q4 202513,627$263.4K0.1%+259+1.9%AddedHolders
Q3 202513,368$223.8K0.1%+810+6.5%AddedHolders
Q2 202512,558$189.8K0.1%−58−0.5%ReducedHolders
Q1 202512,616$195.0K0.1%+141+1.1%AddedHolders
Q4 202412,475$180.8K0.1%+10+0.1%AddedHolders
Q3 202412,465$157.4K0.1%−200−1.6%ReducedHolders
Q2 202412,665$169.8K0.1%+435+3.6%AddedHolders
Q1 202412,230$143.9K0.1%+12,230NewHolders