Avantax Advisory Services’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History
Bought
Maintained
Sold
Other funds holding SMFG
CCMG
Avantax Advisory Services's SMFG Position: Q2 2025 in Review
Avantax Advisory Services increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 46% in Q2 2025, buying an estimated $217K and bringing the position to 47,606 shares worth $719K. The position accounts for ﹤0.01% of the portfolio, ranked #1363.
Avantax Advisory Services first reported a position in SMFG in Q4 2021 and has held it in 10 quarters since. 371 funds tracked by Wall St. Rank hold SMFG as of Q2 2025.
- Avantax Advisory Services held 47,606 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $719K as of Q2 2025.
- Avantax Advisory Services bought 15,107 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2025, an estimated $217K.
- Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1363 holding.
- Avantax Advisory Services first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2021 and has held it in 10 quarters since.
- 371 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 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.