Clean Yield Group’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Clean Yield Group’s Portfolio SMFG Stock Details SMFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.48K	Hold	250	–	–	﹤0.01%	344
2026 Q2	$5.9K	Hold	250	–	–	﹤0.01%	342
2026 Q1	$4.94K	Hold	250	–	–	﹤0.01%	337
2025 Q4	$4.83K	Hold	250	–	–	﹤0.01%	350
2025 Q3	$4.18K	Hold	250	–	–	﹤0.01%	360
2025 Q2	$3.78K	Hold	250	–	–	﹤0.01%	345
2025 Q1	$3.86K	Hold	250	–	–	﹤0.01%	360
2024 Q4	$3.62K	Hold	250	–	–	﹤0.01%	373
2024 Q3	$3.16K	Buy	+250	New	+$3.3K	﹤0.01%	388

Other funds holding SMFG

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Clean Yield Group's SMFG Position: Q3 2026 in Review

Clean Yield Group 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 250 shares worth $6.48K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Clean Yield Group first reported a position in SMFG in Q3 2024 and has held it in 9 quarters since. 166 funds tracked by Wall St. Rank hold SMFG as of Q3 2026.

Clean Yield Group held 250 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $6.48K as of Q3 2026.
Clean Yield Group 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 Clean Yield Group's portfolio in Q3 2026, its #344 holding.
Clean Yield Group first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2024 and has held it in 9 quarters since.
166 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 Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.