Aprio Wealth Management’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
$524K Buy
22,214
+2,820
+15% +$62.6K 0.03% 371
2026
Q1
$383K Buy
19,394
+2,072
+12% +$43.5K 0.02% 427
2025
Q4
$335K Buy
17,322
+805
+5% +$14K 0.02% 413
2025
Q3
$276K Buy
16,517
+626
+4% +$10K 0.03% 347
2025
Q2
$240K Sell
15,891
-4,806
-23% -$69.1K 0.03% 349
2025
Q1
$320K Buy
20,697
+6,441
+45% +$98K 0.04% 257
2024
Q4
$207K Buy
14,256
+2,461
+21% +$33.8K 0.03% 294
2024
Q3
$149K Buy
11,795
+863
+8% +$11.4K 0.02% 277
2024
Q2
$147K Buy
+10,932
New +$132K 0.03% 248

Other funds holding SMFG

Aprio Wealth Management's SMFG Position: Q2 2026 in Review

Aprio Wealth Management increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 15% in Q2 2026, buying an estimated $62.6K and bringing the position to 22,214 shares worth $524K. The position accounts for 0.03% of the portfolio, ranked #371.

Aprio Wealth Management first reported a position in SMFG in Q2 2024 and has held it in 9 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Aprio Wealth Management held 22,214 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $524K as of Q2 2026.
  • Aprio Wealth Management bought 2,820 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $62.6K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.03% of Aprio Wealth Management's portfolio in Q2 2026, its #371 holding.
  • Aprio 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 2024 and has held it in 9 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 Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.