Aaron Wealth Advisors’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
$2.39M Buy
101,462
+9,952
+11% +$221K 0.12% 111
2026
Q1
$1.81M Buy
91,510
+17,129
+23% +$360K 0.1% 120
2025
Q4
$1.44M Buy
74,381
+12,098
+19% +$210K 0.08% 177
2025
Q3
$1.04M Buy
62,283
+878
+1% +$14.1K 0.06% 222
2025
Q2
$928K Buy
61,405
+4,970
+9% +$71.5K 0.09% 142
2025
Q1
$872K Buy
56,435
+2,298
+4% +$35K 0.1% 139
2024
Q4
$784K Buy
54,137
+4,470
+9% +$61.4K 0.09% 144
2024
Q3
$627K Buy
49,667
+8,032
+19% +$106K 0.07% 162
2024
Q2
$558K Buy
41,635
+3,654
+10% +$44.3K 0.08% 159
2024
Q1
$447K Buy
37,981
+15,407
+68% +$165K 0.06% 167
2023
Q4
$219K Buy
+22,574
New +$219K 0.04% 233
2022
Q2
– Sell
-2,325
Closed -$14.6K – 738
2022
Q1
$14.6K Buy
+2,325
New +$16.6K ﹤0.01% 718

Other funds holding SMFG

Aaron Wealth Advisors's SMFG Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 11% in Q2 2026, buying an estimated $221K and bringing the position to 101,462 shares worth $2.39M. The position accounts for 0.12% of the portfolio, ranked #111.

Aaron Wealth Advisors first reported a position in SMFG in Q1 2022 and has held it in 12 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Aaron Wealth Advisors held 101,462 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $2.39M as of Q2 2026.
  • Aaron Wealth Advisors bought 9,952 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $221K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.12% of Aaron Wealth Advisors's portfolio in Q2 2026, its #111 holding.
  • Aaron Wealth Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2022 and has held it in 12 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 Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.