Callan Family Office’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
$6.28M Buy
266,254
+10,586
+4% +$235K 0.12% 165
2026
Q1
$5.05M Buy
255,668
+4,962
+2% +$104K 0.11% 191
2025
Q4
$4.85M Buy
250,706
+34,694
+16% +$601K 0.1% 192
2025
Q3
$3.62M Sell
216,012
-26,100
-11% -$418K 0.12% 188
2025
Q2
$3.66M Buy
242,112
+111,876
+86% +$1.61M 0.12% 192
2025
Q1
$2.01M Sell
130,236
-5,827
-4% -$88.6K 0.15% 129
2024
Q4
$1.97M Buy
+136,063
New +$1.87M 0.13% 152

Other funds holding SMFG

Callan Family Office's SMFG Position: Q2 2026 in Review

Callan Family Office increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 4.1% in Q2 2026, buying an estimated $235K and bringing the position to 266,254 shares worth $6.28M. The position accounts for 0.12% of the portfolio, ranked #165.

Callan Family Office 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.

  • Callan Family Office held 266,254 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $6.28M as of Q2 2026.
  • Callan Family Office bought 10,586 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $235K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.12% of Callan Family Office's portfolio in Q2 2026, its #165 holding.
  • Callan Family Office 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 Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.