Cordatus Wealth Management’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
$829K Buy
35,169
+339
+1% +$7.53K 0.18% 94
2026
Q1
$688K Buy
34,830
+120
+0.3% +$2.52K 0.16% 103
2025
Q4
$671K Sell
34,710
-1,412
-4% -$24.5K 0.16% 100
2025
Q3
$605K Buy
36,122
+106
+0.3% +$1.7K 0.14% 104
2025
Q2
$544K Sell
36,016
-847
-2% -$12.2K 0.13% 114
2025
Q1
$570K Buy
+36,863
New +$561K 0.16% 101

Other funds holding SMFG

Cordatus Wealth Management's SMFG Position: Q2 2026 in Review

Cordatus Wealth Management increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 0.97% in Q2 2026, buying an estimated $7.53K and bringing the position to 35,169 shares worth $829K. The position accounts for 0.18% of the portfolio, ranked #94.

Cordatus Wealth Management first reported a position in SMFG in Q1 2025 and has held it in 6 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Cordatus Wealth Management held 35,169 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $829K as of Q2 2026.
  • Cordatus Wealth Management bought 339 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $7.53K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.18% of Cordatus Wealth Management's portfolio in Q2 2026, its #94 holding.
  • Cordatus Wealth Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2025 and has held it in 6 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 Cordatus Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.