Arax Advisory Partners’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
$989K Buy
41,927
+32,455
+343% +$721K 0.01% 1223
2026
Q1
$193K Sell
9,472
-9,317
-50% -$196K 0.01% 1094
2025
Q4
$363K Sell
18,789
-3,689
-16% -$63.9K 0.01% 734
2025
Q3
$376K Buy
22,478
+18,735
+501% +$300K 0.01% 1015
2025
Q2
$56.6K Buy
3,743
+2,997
+402% +$43.1K ﹤0.01% 1176
2025
Q1
$11.5K Buy
+746
New +$11.3K ﹤0.01% 1520
2019
Q3
– Sell
-5,539
Closed -$39K – 603
2019
Q2
$39K Buy
+5,539
New +$39.2K 0.01% 353
2018
Q4
$37K Sell
5,638
-501
-8% -$3.74K 0.01% 305
2018
Q3
$49K Sell
6,139
-12,860
-68% -$102K 0.02% 291
2018
Q2
$147K Buy
18,999
+3,871
+26% +$32.2K 0.06% 121
2018
Q1
$128K Sell
15,128
-1,274
-8% -$11.4K 0.07% 116
2017
Q4
$142K Buy
16,402
+389
+2% +$3.15K 0.06% 124
2017
Q3
$123K Buy
16,013
+436
+3% +$3.32K 0.06% 129
2017
Q2
$122K Buy
15,577
+8,017
+106% +$59.6K 0.06% 137
2017
Q1
$54K Buy
7,560
+3,475
+85% +$27K 0.03% 194
2016
Q4
$31K Buy
+4,085
New +$29.7K 0.02% 218

Other funds holding SMFG

Arax Advisory Partners's SMFG Position: Q2 2026 in Review

Arax Advisory Partners increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 343% in Q2 2026, buying an estimated $721K and bringing the position to 41,927 shares worth $989K. The position accounts for 0.01% of the portfolio, ranked #1223.

Arax Advisory Partners first reported a position in SMFG in Q4 2016 and has held it in 16 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Arax Advisory Partners held 41,927 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $989K as of Q2 2026.
  • Arax Advisory Partners bought 32,455 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $721K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1223 holding.
  • Arax Advisory Partners first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2016 and has held it in 16 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 Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.