Augustine Asset 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
$6.19M Sell
262,517
-1,721
-0.7% -$38.2K 1.25% 16
2026
Q1
$5.22M Buy
264,238
+565
+0.2% +$11.9K 1.18% 18
2025
Q4
$5.1M Sell
263,673
-1,395
-0.5% -$24.2K 1.02% 17
2025
Q3
$4.44M Sell
265,068
-479
-0.2% -$7.67K 0.89% 18
2025
Q2
$4.01M Buy
265,547
+5,683
+2% +$81.7K 1.07% 17
2025
Q1
$4.02M Buy
259,864
+5,168
+2% +$78.6K 1.17% 19
2024
Q4
$3.69M Sell
254,696
-1,849
-0.7% -$25.4K 0.97% 20
2024
Q3
$3.24M Buy
256,545
+3,857
+2% +$50.9K 1.13% 22
2024
Q2
$3.39M Buy
252,688
+91,731
+57% +$1.11M 1.31% 20
2024
Q1
$1.89M Sell
160,957
-303
-0.2% -$3.25K 0.79% 26
2023
Q4
$1.56M Buy
+161,260
New +$1.56M 0.69% 29

Other funds holding SMFG

Augustine Asset Management's SMFG Position: Q2 2026 in Review

Augustine Asset Management reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 0.65% in Q2 2026, selling an estimated $38.2K and leaving 262,517 shares worth $6.19M. The position accounts for 1.25% of the portfolio, ranked #16.

Augustine Asset Management first reported a position in SMFG in Q4 2023 and has held it in 11 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Augustine Asset Management held 262,517 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $6.19M as of Q2 2026.
  • Augustine Asset Management sold 1,721 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $38.2K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 1.25% of Augustine Asset Management's portfolio in Q2 2026, its #16 holding.
  • Augustine Asset Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2023 and has held it in 11 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 Augustine Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.