Aventura Private Wealth’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Aventura Private Wealth’s Portfolio SMFG Stock Details SMFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$28.1K	Hold	1,193	–	–	0.01%	430
2026 Q1	$23.6K	Hold	1,193	–	–	0.01%	429
2025 Q4	$23.1K	Hold	1,193	–	–	0.01%	394
2025 Q3	$20K	Hold	1,193	–	–	0.01%	401
2025 Q2	$18K	Hold	1,193	–	–	0.01%	389
2025 Q1	$18.4K	Hold	1,193	–	–	0.01%	366
2024 Q4	$17.3K	Buy	+1,193	New	+$16.4K	0.01%	371

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Aventura Private Wealth's SMFG Position: Q2 2026 in Review

Aventura Private Wealth held its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) position steady in Q2 2026 at 1,193 shares worth $28.1K. The position accounts for 0.01% of the portfolio, ranked #430.

Aventura Private Wealth first reported a position in SMFG in Q4 2024 and has held it in 7 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Aventura Private Wealth held 1,193 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $28.1K as of Q2 2026.
Aventura Private Wealth left its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) share count unchanged in Q2 2026.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #430 holding.
Aventura Private Wealth first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2024 and has held it in 7 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 Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.