Concurrent Investment 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
Other funds holding SMFG
Concurrent Investment Advisors's SMFG Position: Q2 2026 in Review
Concurrent Investment Advisors increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 3.9% in Q2 2026, buying an estimated $16.9K and bringing the position to 20,141 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #1436.
Concurrent Investment Advisors first reported a position in SMFG in Q4 2025 and has held it in 3 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.
- Concurrent Investment Advisors held 20,141 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $475K as of Q2 2026.
- Concurrent Investment Advisors bought 763 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $16.9K.
- Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1436 holding.
- Concurrent Investment Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2025 and has held it in 3 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 Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.