BSW Wealth Partners’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
BSW Wealth Partners's SMFG Position: Q2 2026 in Review
BSW Wealth Partners reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 1.3% in Q2 2026, selling an estimated $4.04K and leaving 13,993 shares worth $330K. The position accounts for 0.04% of the portfolio, ranked #236.
BSW Wealth Partners first reported a position in SMFG in Q2 2018 and has held it in 13 quarters since. 466 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.
- BSW Wealth Partners held 13,993 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $330K as of Q2 2026.
- BSW Wealth Partners sold 182 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $4.04K.
- Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.04% of BSW Wealth Partners's portfolio in Q2 2026, its #236 holding.
- BSW Wealth Partners first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2018 and has held it in 13 quarters since.
- 466 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 BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.