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

Abound Wealth Management’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	$804	Sell	31 -14	-31%	-$362	﹤0.01%	982
2026 Q2	$1.06K	Hold	45	–	–	﹤0.01%	815
2026 Q1	$889	Hold	45	–	–	﹤0.01%	993
2025 Q4	$870	Hold	45	–	–	﹤0.01%	915
2025 Q3	$754	Hold	45	–	–	﹤0.01%	891
2025 Q2	$680	Sell	45 -11	-20%	-$158	﹤0.01%	834
2025 Q1	$866	Sell	56 -36	-39%	-$548	﹤0.01%	769
2024 Q4	$1.33K	Hold	92	–	–	﹤0.01%	709
2024 Q3	$1.16K	Sell	92 -26	-22%	-$343	﹤0.01%	766
2024 Q2	$1.58K	Hold	118	–	–	﹤0.01%	665
2024 Q1	$1.39K	Hold	118	–	–	﹤0.01%	724
2023 Q4	$1.14K	Hold	118	–	–	﹤0.01%	749
2023 Q3	$1.16K	Hold	118	–	–	﹤0.01%	702
2023 Q2	$1.02K	Buy	+118	New	+$975	﹤0.01%	734

Other funds holding SMFG

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Abound Wealth Management's SMFG Position: Q3 2026 in Review

Abound Wealth Management reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 31% in Q3 2026, selling an estimated $362 and leaving 31 shares worth $804. The position accounts for ﹤0.01% of the portfolio, ranked #982.

Abound Wealth Management first reported a position in SMFG in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.58K in Q2 2024. 357 funds tracked by Wall St. Rank hold SMFG as of Q3 2026.

Abound Wealth Management held 31 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $804 as of Q3 2026.
Abound Wealth Management sold 14 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2026, an estimated $362.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Abound Wealth Management's portfolio in Q3 2026, its #982 holding.
Abound Wealth Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2023 and has held it in 14 quarters since.
Abound Wealth Management's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $1.58K in Q2 2024.
357 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 Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.