Callan Capital’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
2025
Q1
$718K Hold
46,429
– – 0.05% 158
2024
Q4
$673K Sell
46,429
-4,602
-9% -$63.2K 0.05% 140
2024
Q3
$645K Buy
51,031
+14,885
+41% +$197K 0.05% 148
2024
Q2
$485K Buy
36,146
+7,264
+25% +$88K 0.04% 166
2024
Q1
$340K Buy
28,882
+14,642
+103% +$157K 0.03% 188
2023
Q4
$138K Buy
+14,240
New +$138K 0.01% 221

Other funds holding SMFG

Callan Capital's SMFG Position: Q1 2025 in Review

Callan Capital held its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) position steady in Q1 2025 at 46,429 shares worth $718K. The position accounts for 0.05% of the portfolio, ranked #158.

Callan Capital first reported a position in SMFG in Q4 2023 and has held it in 6 quarters since. 359 funds tracked by Wall St. Rank hold SMFG as of Q1 2025.

  • Callan Capital held 46,429 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $718K as of Q1 2025.
  • Callan Capital left its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) share count unchanged in Q1 2025.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.05% of Callan Capital's portfolio in Q1 2025, its #158 holding.
  • Callan Capital 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 6 quarters since.
  • 359 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 Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.