55 North Private Wealth’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$513K Buy
21,764
+9,495
+77% +$211K 0.1% 94
2026
Q1
$242K Buy
12,269
+1,867
+18% +$39.2K 0.06% 171
2025
Q4
$201K Buy
+10,402
New +$180K 0.05% 191

Other funds holding SMFG

55 North Private Wealth's SMFG Position: Q2 2026 in Review

55 North Private Wealth increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 77% in Q2 2026, buying an estimated $211K and bringing the position to 21,764 shares worth $513K. The position accounts for 0.1% of the portfolio, ranked #94.

55 North Private Wealth first reported a position in SMFG in Q4 2025 and has held it in 3 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • 55 North Private Wealth held 21,764 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $513K as of Q2 2026.
  • 55 North Private Wealth bought 9,495 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $211K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.1% of 55 North Private Wealth's portfolio in Q2 2026, its #94 holding.
  • 55 North Private Wealth first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2025 and has held it in 3 quarters since.
  • 462 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.