Dynasty Wealth Management, LLC Last Quarter Change: Foreign Stocks, Added

Dynasty Wealth Management, LLC quarter change: Foreign Stocks, Added

In share positions in stocks (depositary receipts and foreign shares traded over the counter), from the quarter ended 2026-03-31 to 2026-06-30, Dynasty Wealth Management, LLC opened 4 positions, added to 17, reduced 16, sold out of 5 and left 0 unchanged. The largest increase in value was SMFG (+$1,062,145); the largest decrease was SHEL (-$583,534).

SMFG: Country of operation —; Class SPONSORED ADR; Shares 2026-03-31 17,478; Shares 2026-06-30 59,684.
SAN: Country of operation —; Class ADR; Shares 2026-03-31 169,323; Shares 2026-06-30 184,305.
NMR: Country of operation —; Class SPONSORED ADR; Shares 2026-03-31 38,510; Shares 2026-06-30 93,798.
MUFG: Country of operation —; Class SPONSORED ADS; Shares 2026-03-31 60,029; Shares 2026-06-30 74,982.

Two Form 13F-HR filings compared (SEC CIK 1727599): 2026-03-31 (filed 2026-05-14) and 2026-06-30 (filed 2026-08-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

Stock	Class	Shares 2026-03-31	Shares 2026-06-30	Share change	Value 2026-03-31	Value 2026-06-30	Value change
SMFG SUMITOMO MITSUI FINL GROUP I	SPONSORED ADR	17,478	59,684	+42,206	$345,193	$1,407,338	+$1,062,145
SAN BANCO SANTANDER SA	ADR	169,323	184,305	+14,982	$1,909,959	$2,543,405	+$633,446
NMR NOMURA HLDGS INC	SPONSORED ADR	38,510	93,798	+55,288	$303,841	$823,546	+$519,705
MUFG MITSUBISHI UFJ FINANCIAL GRO	SPONSORED ADS	60,029	74,982	+14,953	$1,018,690	$1,491,389	+$472,699
BBVA BANCO BILBAO VIZCAYA ARGENTA	SPONSORED ADR	49,619	58,801	+9,182	$1,074,752	$1,473,546	+$398,794
HSBC HSBC HLDGS PLC	SPON ADR NEW	21,825	23,013	+1,188	$1,800,317	$2,188,260	+$387,943
MFG MIZUHO FINANCIAL GROUP INC	SPONSORED ADR	25,349	54,480	+29,131	$201,271	$521,922	+$320,651
IX ORIX CORP	SPONSORED ADR	26,817	29,371	+2,554	$804,249	$1,117,290	+$313,041
BP BP PLC	SPONSORED ADR	24,859	25,897	+1,038	$1,168,356	$956,882	-$211,474
TAK TAKEDA PHARMACEUTICAL CO LTD	SPONSORED ADS	10,533	22,873	+12,340	$195,067	$366,662	+$171,595
BHP BHP GROUP LTD	SPONSORED ADS	14,199	14,320	+121	$1,032,868	$1,192,971	+$160,103
EQNR EQUINOR ASA	SPONSORED ADR	14,763	14,823	+60	$623,016	$465,457	-$157,559
NWG NATWEST GROUP PLC	SPONS ADR	21,166	22,344	+1,178	$315,374	$393,923	+$78,549
BTI BRITISH AMERN TOB PLC	SPONSORED ADR	21,750	21,838	+88	$1,271,731	$1,348,699	+$76,968
FUTU FUTU HLDGS LTD	SPON ADS CL A	3,360	5,250	+1,890	$459,514	$492,111	+$32,597
NGG NATIONAL GRID PLC	SPONSORED ADR NE	4,302	4,566	+264	$363,952	$378,361	+$14,409
RIO RIO TINTO PLC	SPONSORED ADR	4,245	4,317	+72	$396,016	$409,831	+$13,815

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