Allworth Financial’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
$171K Sell
7,238
-454
-6% -$10.1K ﹤0.01% 1584
2026
Q1
$152K Buy
7,692
+2,945
+62% +$61.9K ﹤0.01% 1573
2025
Q4
$91.8K Buy
4,747
+872
+23% +$15.1K ﹤0.01% 1804
2025
Q3
$64.9K Buy
3,875
+1,122
+41% +$18K ﹤0.01% 1943
2025
Q2
$41.6K Buy
2,753
+955
+53% +$13.7K ﹤0.01% 2064
2025
Q1
$24.8K Buy
1,798
+201
+13% +$3.06K ﹤0.01% 1948
2024
Q4
$23.2K Buy
1,597
+395
+33% +$5.43K ﹤0.01% 2003
2024
Q3
$15.2K Sell
1,202
-275
-19% -$3.63K ﹤0.01% 2074
2024
Q2
$20.6K Buy
1,477
+143
+11% +$1.73K ﹤0.01% 1863
2024
Q1
$15.7K Buy
1,334
+349
+35% +$3.74K ﹤0.01% 1907
2023
Q4
$9.54K Buy
985
+101
+11% +$979 ﹤0.01% 1996
2023
Q3
$8.71K Buy
884
+134
+18% +$1.24K ﹤0.01% 1894
2023
Q2
$6.45K Sell
750
-148
-16% -$1.22K ﹤0.01% 2007
2023
Q1
$7.18K Buy
898
+148
+20% +$1.25K ﹤0.01% 1902
2022
Q4
$6.01K Sell
750
-580
-44% -$3.69K ﹤0.01% 1832
2022
Q3
$7K Sell
1,330
-15
-1% -$90 ﹤0.01% 1789
2022
Q2
$8K Buy
+1,345
New +$8.13K ﹤0.01% 1646
2018
Q4
– Sell
-736
Closed -$6K – 936
2018
Q3
$6K Hold
736
– – ﹤0.01% 641
2018
Q2
$6K Buy
+736
New +$6.12K ﹤0.01% 605

Other funds holding SMFG

Allworth Financial's SMFG Position: Q2 2026 in Review

Allworth Financial reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 5.9% in Q2 2026, selling an estimated $10.1K and leaving 7,238 shares worth $171K. The position accounts for ﹤0.01% of the portfolio, ranked #1584.

Allworth Financial first reported a position in SMFG in Q2 2018 and has held it in 19 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Allworth Financial held 7,238 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $171K as of Q2 2026.
  • Allworth Financial sold 454 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $10.1K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1584 holding.
  • Allworth Financial first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2018 and has held it in 19 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 Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.