Cherry Tree Wealth Management’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
Cherry Tree Wealth Management's SMFG Position: Q3 2026 in Review
Cherry Tree Wealth Management held its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) position steady in Q3 2026 at 533 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #397.
Cherry Tree Wealth Management first reported a position in SMFG in Q1 2025 and has held it in 7 quarters since. 147 funds tracked by Wall St. Rank hold SMFG as of Q3 2026.
- Cherry Tree Wealth Management held 533 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $13.8K as of Q3 2026.
- Cherry Tree Wealth Management left its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) share count unchanged in Q3 2026.
- Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #397 holding.
- Cherry Tree Wealth Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2025 and has held it in 7 quarters since.
- 147 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 Q3 2026.
Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.