Ameritas Advisory Services’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
$8.13K Sell
345
-12,359
-97% -$274K ﹤0.01% 1508
2026
Q1
$251K Sell
12,704
-1,270
-9% -$26.7K 0.01% 837
2025
Q4
$270K Buy
+13,974
New +$242K 0.01% 801
2025
Q3
– Sell
-265
Closed -$4K – 2804
2025
Q2
$4K Buy
+265
New +$3.81K ﹤0.01% 2298
2023
Q2
– Sell
-101
Closed -$842 – 2216
2023
Q1
$842 Buy
+101
New +$855 ﹤0.01% 2575

Other funds holding SMFG

Ameritas Advisory Services's SMFG Position: Q2 2026 in Review

Ameritas Advisory Services reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 97% in Q2 2026, selling an estimated $274K and leaving 345 shares worth $8.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

Ameritas Advisory Services first reported a position in SMFG in Q1 2023 and has held it in 5 quarters since. The position peaked at $270K in Q4 2025. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Ameritas Advisory Services held 345 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $8.13K as of Q2 2026.
  • Ameritas Advisory Services sold 12,359 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $274K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q2 2026, its #1508 holding.
  • Ameritas Advisory Services first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2023 and has held it in 5 quarters since.
  • Ameritas Advisory Services's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $270K in Q4 2025.
  • 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 Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.