Clearstead Advisors’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
$222K Sell
9,424
-9,424
-50% -$209K ﹤0.01% 1031
2026
Q1
$372K Buy
+18,848
New +$396K ﹤0.01% 796
2025
Q2
– Sell
-55
Closed -$851 – 2866
2025
Q1
$851 Sell
55
-1
-2% -$15 ﹤0.01% 2008
2024
Q4
$812 Buy
+56
New +$769 ﹤0.01% 1944
2021
Q3
– Sell
-256
Closed -$2K – 1375
2021
Q2
$2K Buy
+256
New +$1.84K ﹤0.01% 1078

Other funds holding SMFG

Clearstead Advisors's SMFG Position: Q2 2026 in Review

Clearstead Advisors reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 50% in Q2 2026, selling an estimated $209K and leaving 9,424 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

Clearstead Advisors first reported a position in SMFG in Q2 2021 and has held it in 5 quarters since. The position peaked at $372K in Q1 2026. 463 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Clearstead Advisors held 9,424 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $222K as of Q2 2026.
  • Clearstead Advisors sold 9,424 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $209K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1031 holding.
  • Clearstead Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2021 and has held it in 5 quarters since.
  • Clearstead Advisors's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $372K in Q1 2026.
  • 463 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 Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.