Chevy Chase Trust’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 | $673K | Buy |
28,562
+451
| +2% | +$10K | ﹤0.01% | 595 |
|
|
2026
Q1 | $555K | Sell |
28,111
-787
| -3% | -$16.5K | ﹤0.01% | 596 |
|
|
2025
Q4 | $559K | Sell |
28,898
-4,348
| -13% | -$75.4K | ﹤0.01% | 594 |
|
|
2025
Q3 | $557K | Sell |
33,246
-44
| -0.1% | -$705 | ﹤0.01% | 588 |
|
|
2025
Q2 | $503K | Sell |
33,290
-425
| -1% | -$6.11K | ﹤0.01% | 592 |
|
|
2025
Q1 | $521K | Buy |
33,715
+329
| +1% | +$5K | ﹤0.01% | 591 |
|
|
2024
Q4 | $484K | Sell |
33,386
-2,736
| -8% | -$37.6K | ﹤0.01% | 595 |
|
|
2024
Q3 | $456K | Sell |
36,122
-5,496
| -13% | -$72.6K | ﹤0.01% | 588 |
|
|
2024
Q2 | $558K | Buy |
41,618
+4,692
| +13% | +$56.8K | ﹤0.01% | 572 |
|
|
2024
Q1 | $435K | Sell |
36,926
-22,252
| -38% | -$239K | ﹤0.01% | 579 |
|
|
2023
Q4 | $573K | Buy |
59,178
+13,188
| +29% | +$128K | ﹤0.01% | 580 |
|
|
2023
Q3 | $453K | Buy |
45,990
+623
| +1% | +$5.76K | ﹤0.01% | 579 |
|
|
2023
Q2 | $390K | Buy |
45,367
+691
| +2% | +$5.71K | ﹤0.01% | 590 |
|
|
2023
Q1 | $357K | Buy |
44,676
+8,625
| +24% | +$73K | ﹤0.01% | 602 |
|
|
2022
Q4 | $289K | Buy |
36,051
+4,712
| +15% | +$30K | ﹤0.01% | 622 |
|
|
2022
Q3 | $173K | Sell |
31,339
-5,330
| -15% | -$32.1K | ﹤0.01% | 624 |
|
|
2022
Q2 | $216K | Buy |
36,669
+347
| +1% | +$2.1K | ﹤0.01% | 621 |
|
|
2022
Q1 | $227K | Buy |
36,322
+15,414
| +74% | +$110K | ﹤0.01% | 631 |
|
|
2021
Q4 | $142K | Buy |
+20,908
| New | +$142K | ﹤0.01% | 665 |
|
|
2021
Q3 | – | Sell |
-25,699
| Closed | -$177K | – | 674 |
|
|
2021
Q2 | $177K | Sell |
25,699
-435
| -2% | -$3.12K | ﹤0.01% | 668 |
|
|
2021
Q1 | $189K | Buy |
+26,134
| New | +$182K | ﹤0.01% | 666 |
|
|
2020
Q3 | – | Sell |
-18,985
| Closed | -$107K | – | 646 |
|
|
2020
Q2 | $107K | Sell |
18,985
-1,016
| -5% | -$5.49K | ﹤0.01% | 638 |
|
|
2020
Q1 | $96K | Sell |
20,001
-828
| -4% | -$5.33K | ﹤0.01% | 626 |
|
|
2019
Q4 | $154K | Sell |
20,829
-635
| -3% | -$4.57K | ﹤0.01% | 681 |
|
|
2019
Q3 | $147K | Hold |
21,464
| – | – | ﹤0.01% | 643 |
|
|
2019
Q2 | $151K | Hold |
21,464
| – | – | ﹤0.01% | 645 |
|
|
2019
Q1 | $156K | Buy |
21,464
+926
| +5% | +$6.62K | ﹤0.01% | 650 |
|
|
2018
Q4 | $134K | Sell |
20,538
-1,500
| -7% | -$11.2K | ﹤0.01% | 664 |
|
|
2018
Q3 | $177K | Buy |
22,038
+1,480
| +7% | +$11.7K | ﹤0.01% | 649 |
|
|
2018
Q2 | $160K | Buy |
20,558
+633
| +3% | +$5.26K | ﹤0.01% | 661 |
|
|
2018
Q1 | $169K | Buy |
19,925
+8,560
| +75% | +$76.5K | ﹤0.01% | 648 |
|
|
2017
Q4 | $99K | Sell |
11,365
-715
| -6% | -$5.79K | ﹤0.01% | 663 |
|
|
2017
Q3 | $93K | Hold |
12,080
| – | – | ﹤0.01% | 657 |
|
|
2017
Q2 | $95K | Hold |
12,080
| – | – | ﹤0.01% | 650 |
|
|
2017
Q1 | $88K | Hold |
12,080
| – | – | ﹤0.01% | 647 |
|
|
2016
Q4 | $92K | Hold |
12,080
| – | – | ﹤0.01% | 656 |
|
|
2016
Q3 | $82K | Hold |
12,080
| – | – | ﹤0.01% | 641 |
|
|
2016
Q2 | $69K | Sell |
12,080
-1,950
| -14% | -$11.9K | ﹤0.01% | 640 |
|
|
2016
Q1 | $84K | Hold |
14,030
| – | – | ﹤0.01% | 642 |
|
|
2015
Q4 | $106K | Hold |
14,030
| – | – | ﹤0.01% | 651 |
|
|
2015
Q3 | $107K | Hold |
14,030
| – | – | ﹤0.01% | 648 |
|
|
2015
Q2 | $125K | Hold |
14,030
| – | – | ﹤0.01% | 658 |
|
|
2015
Q1 | $109K | Sell |
14,030
-100
| -0.7% | -$748 | ﹤0.01% | 660 |
|
|
2014
Q4 | $103K | Buy |
14,130
+475
| +3% | +$3.6K | ﹤0.01% | 680 |
|
|
2014
Q3 | $112K | Buy |
+13,655
| New | +$112K | ﹤0.01% | 682 |
|
Other funds holding SMFG
CCMG
Chevy Chase Trust's SMFG Position: Q2 2026 in Review
Chevy Chase Trust increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 1.6% in Q2 2026, buying an estimated $10K and bringing the position to 28,562 shares worth $673K. The position accounts for ﹤0.01% of the portfolio, ranked #595.
Chevy Chase Trust first reported a position in SMFG in Q3 2014 and has held it in 45 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.
- Chevy Chase Trust held 28,562 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $673K as of Q2 2026.
- Chevy Chase Trust bought 451 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $10K.
- Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Chevy Chase Trust's portfolio in Q2 2026, its #595 holding.
- Chevy Chase Trust first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2014 and has held it in 45 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 Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.