Continuum Advisory’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$28.3K Buy
+1,201
New +$26.7K ﹤0.01% 947
2025
Q2
Sell
-220
Closed -$3.4K 1383
2025
Q1
$3.4K Sell
220
-51
-19% -$776 ﹤0.01% 1194
2024
Q4
$3.93K Buy
271
+51
+23% +$701 ﹤0.01% 1199
2024
Q3
$3.14K Hold
220
﹤0.01% 1290
2024
Q2
$2.95K Sell
220
-75
-25% -$908 ﹤0.01% 1201
2024
Q1
$3.4K Buy
+295
New +$3.17K ﹤0.01% 1155

Other funds holding SMFG

Continuum Advisory's SMFG Position: Q2 2026 in Review

Continuum Advisory opened a new position in Sumitomo Mitsui Financial (SMFG) in Q2 2026: 1,201 shares worth $28.3K. The stake represents ﹤0.01% of the portfolio and ranks #947 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in SMFG as recently as Q1 2025.

Continuum Advisory first reported a position in SMFG in Q1 2024 and has held it in 6 quarters since. 461 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Continuum Advisory held 1,201 shares of Sumitomo Mitsui Financial worth $28.3K as of Q2 2026.
  • Sumitomo Mitsui Financial was a new Continuum Advisory position in Q2 2026.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #947 holding.
  • Continuum Advisory first reported a position in Sumitomo Mitsui Financial in Q1 2024 and has held it in 6 quarters since.
  • 461 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.