American Capital Advisory’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$5.85K Buy
248
+144
+138% +$3.2K ﹤0.01% 424
2026
Q1
$2.05K Buy
104
+19
+22% +$399 ﹤0.01% 535
2025
Q4
$1.64K Sell
85
-1
-1% -$17 ﹤0.01% 498
2025
Q3
$1.44K Buy
+86
New +$1.38K ﹤0.01% 481

Other funds holding SMFG

American Capital Advisory's SMFG Position: Q2 2026 in Review

American Capital Advisory increased its Sumitomo Mitsui Financial (SMFG) stake by 138% in Q2 2026, buying an estimated $3.2K and bringing the position to 248 shares worth $5.85K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

American Capital Advisory first reported a position in SMFG in Q3 2025 and has held it in 4 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • American Capital Advisory held 248 shares of Sumitomo Mitsui Financial worth $5.85K as of Q2 2026.
  • American Capital Advisory bought 144 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $3.2K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of American Capital Advisory's portfolio in Q2 2026, its #424 holding.
  • American Capital Advisory first reported a position in Sumitomo Mitsui Financial in Q3 2025 and has held it in 4 quarters since.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on American Capital Advisory's 13F filing for Q2 2026, filed 28 Jul 2026.