SPL
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Superior Planning, LLC’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Superior Planning, LLC’s Portfolio SMFG Stock Details SMFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$55K Buy
+2,124
New +$54.9K 0.02% 355

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Superior Planning, LLC's SMFG Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q3 2026: 2,124 shares worth $55K. The stake represents 0.02% of the portfolio and ranks #355 among its holdings.

346 funds tracked by Wall St. Rank hold SMFG as of Q3 2026.

  • Superior Planning, LLC held 2,124 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $55K as of Q3 2026.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) was a new Superior Planning, LLC position in Q3 2026.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.02% of Superior Planning, LLC's portfolio in Q3 2026, its #355 holding.
  • 346 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 Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.