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

CoreCap Advisors’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	$2.51K	Sell	97 -20	-17%	-$517	﹤0.01%	2439
2026 Q2	$2.76K	Buy	+117	New	+$2.6K	﹤0.01%	2454
2024 Q2	–	Sell	-430	Closed	-$5.06K	–	2434
2024 Q1	$5.06K	Buy	+430	New	+$4.61K	﹤0.01%	1916
2022 Q4	$3.45K	Buy	+430	New	+$2.74K	﹤0.01%	1837
2022 Q3	–	Sell	-430	Closed	-$3K	–	1833
2022 Q2	$3K	Buy	+430	New	+$2.6K	﹤0.01%	1811
2022 Q1	–	Sell	-479	Closed	-$3K	–	1835
2021 Q4	$3K	Buy	+479	New	+$3.24K	﹤0.01%	1895

Other funds holding SMFG

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 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

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

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

CoreCap Advisors's SMFG Position: Q3 2026 in Review

CoreCap Advisors reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 17% in Q3 2026, selling an estimated $517 and leaving 97 shares worth $2.51K. The position accounts for ﹤0.01% of the portfolio, ranked #2439.

CoreCap Advisors first reported a position in SMFG in Q4 2021 and has held it in 6 quarters since. The position peaked at $5.06K in Q1 2024. 106 funds tracked by Wall St. Rank hold SMFG as of Q3 2026.

CoreCap Advisors held 97 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $2.51K as of Q3 2026.
CoreCap Advisors sold 20 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2026, an estimated $517.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2439 holding.
CoreCap Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2021 and has held it in 6 quarters since.
CoreCap Advisors's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $5.06K in Q1 2024.
106 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 CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.