Ascent Group’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
$411K Buy
17,432
+3,245
+23% +$72.1K 0.01% 583
2026
Q1
$280K Buy
14,187
+2
+0% +$42 0.01% 643
2025
Q4
$274K Buy
14,185
+1,095
+8% +$19K 0.01% 639
2025
Q3
$219K Sell
13,090
-683
-5% -$10.9K 0.01% 686
2025
Q2
$208K Sell
13,773
-1,432
-9% -$20.6K 0.01% 678
2025
Q1
$235K Buy
+15,205
New +$231K 0.01% 624

Other funds holding SMFG

Ascent Group's SMFG Position: Q2 2026 in Review

Ascent Group increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 23% in Q2 2026, buying an estimated $72.1K and bringing the position to 17,432 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #583.

Ascent Group first reported a position in SMFG in Q1 2025 and has held it in 6 quarters since. 463 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Ascent Group held 17,432 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $411K as of Q2 2026.
  • Ascent Group bought 3,245 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $72.1K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.01% of Ascent Group's portfolio in Q2 2026, its #583 holding.
  • Ascent Group first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2025 and has held it in 6 quarters since.
  • 463 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 Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.