Cape Investment Advisory’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
Cape Investment Advisory's SMFG Position: Q2 2026 in Review
Cape Investment Advisory opened a new position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q2 2026: 3,819 shares worth $90.1K. The stake represents 0.02% of the portfolio and ranks #364 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in SMFG as recently as Q4 2025.
Cape Investment Advisory first reported a position in SMFG in Q1 2023 and has held it in 13 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.
- Cape Investment Advisory held 3,819 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $90.1K as of Q2 2026.
- Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) was a new Cape Investment Advisory position in Q2 2026.
- Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #364 holding.
- Cape Investment Advisory first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2023 and has held it in 13 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 Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.