Atria Investments’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 | $1.44M | Buy |
61,156
+3,345
| +6% | +$74.3K | 0.01% | 919 |
|
|
2026
Q1 | $1.14M | Buy |
57,811
+4,729
| +9% | +$99.3K | 0.01% | 986 |
|
|
2025
Q4 | $1.03M | Buy |
53,082
+10,604
| +25% | +$184K | 0.01% | 1046 |
|
|
2025
Q3 | $711K | Sell |
42,478
-10,539
| -20% | -$169K | 0.01% | 1222 |
|
|
2025
Q2 | $801K | Buy |
53,017
+5,473
| +12% | +$78.7K | 0.01% | 1160 |
|
|
2025
Q1 | $735K | Buy |
47,544
+8,227
| +21% | +$125K | 0.01% | 1137 |
|
|
2024
Q4 | $570K | Sell |
39,317
-12,755
| -24% | -$175K | 0.01% | 1259 |
|
|
2024
Q3 | $658K | Sell |
52,072
-18,712
| -26% | -$247K | 0.01% | 1193 |
|
|
2024
Q2 | $949K | Buy |
+70,784
| New | +$857K | 0.01% | 960 |
|
|
2022
Q2 | – | Sell |
-165,376
| Closed | -$1.04M | – | 863 |
|
|
2022
Q1 | $1.04M | Sell |
165,376
-7,476
| -4% | -$53.3K | 0.02% | 840 |
|
|
2021
Q4 | $1.17M | Buy |
+172,852
| New | +$1.17M | 0.02% | 768 |
|
|
2020
Q2 | – | Sell |
-46,868
| Closed | -$224K | – | 730 |
|
|
2020
Q1 | $224K | Buy |
46,868
+13,784
| +42% | +$88.8K | 0.02% | 503 |
|
|
2019
Q4 | $245K | Buy |
+33,084
| New | +$238K | 0.01% | 1058 |
|
|
2019
Q3 | – | Sell |
-31,253
| Closed | -$203K | – | 955 |
|
|
2019
Q2 | $203K | Buy |
31,253
+8,945
| +40% | +$63.3K | 0.01% | 907 |
|
|
2019
Q1 | $157K | Buy |
22,308
+3,544
| +19% | +$25.3K | 0.01% | 891 |
|
|
2018
Q4 | $122K | Sell |
18,764
-18,435
| -50% | -$138K | 0.01% | 850 |
|
|
2018
Q3 | $299K | Sell |
37,199
-9,405
| -20% | -$74.3K | 0.01% | 768 |
|
|
2018
Q2 | $362K | Sell |
46,604
-304
| -0.6% | -$2.53K | 0.02% | 675 |
|
|
2018
Q1 | $399K | Buy |
46,908
+3,479
| +8% | +$31.1K | 0.02% | 585 |
|
|
2017
Q4 | $377K | Buy |
43,429
+20,147
| +87% | +$163K | 0.02% | 569 |
|
|
2017
Q3 | $180K | Buy |
23,282
+4,569
| +24% | +$34.8K | 0.01% | 755 |
|
|
2017
Q2 | $147K | Buy |
18,713
+8,549
| +84% | +$63.5K | 0.01% | 725 |
|
|
2017
Q1 | $74K | Sell |
10,164
-937
| -8% | -$7.28K | ﹤0.01% | 672 |
|
|
2016
Q4 | $85K | Buy |
11,101
+942
| +9% | +$6.84K | 0.01% | 622 |
|
|
2016
Q3 | $69K | Sell |
10,159
-4,761
| -32% | -$30.9K | 0.01% | 540 |
|
|
2016
Q2 | $82K | Sell |
14,920
-1,072
| -7% | -$6.55K | 0.01% | 461 |
|
|
2016
Q1 | $96K | Sell |
15,992
-1,834
| -10% | -$11.4K | 0.01% | 434 |
|
|
2015
Q4 | $127K | Buy |
17,826
+2,403
| +16% | +$18.9K | 0.01% | 388 |
|
|
2015
Q3 | $118K | Sell |
15,423
-3,721
| -19% | -$31.3K | 0.02% | 336 |
|
|
2015
Q2 | $170K | Sell |
19,144
-2,325
| -11% | -$20.2K | 0.02% | 385 |
|
|
2015
Q1 | $166K | Buy |
+21,469
| New | +$161K | 0.02% | 390 |
|
|
2014
Q2 | – | Sell |
-76,031
| Closed | -$658K | – | 457 |
|
|
2014
Q1 | $658K | Buy |
76,031
+9,194
| +14% | +$86K | 0.07% | 242 |
|
|
2013
Q4 | $701K | Buy |
+66,837
| New | +$665K | 0.07% | 229 |
|
Other funds holding SMFG
CCMG
Atria Investments's SMFG Position: Q2 2026 in Review
Atria Investments increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 5.8% in Q2 2026, buying an estimated $74.3K and bringing the position to 61,156 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #919.
Atria Investments first reported a position in SMFG in Q4 2013 and has held it in 33 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.
- Atria Investments held 61,156 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $1.44M as of Q2 2026.
- Atria Investments bought 3,345 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $74.3K.
- Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.01% of Atria Investments's portfolio in Q2 2026, its #919 holding.
- Atria Investments first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2013 and has held it in 33 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 Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.