Creative Planning’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 | $20.8M | Buy |
883,657
+119,073
| +16% | +$2.64M | 0.01% | 496 |
|
|
2026
Q1 | $15.1M | Buy |
764,584
+101,762
| +15% | +$2.14M | 0.01% | 532 |
|
|
2025
Q4 | $12.8M | Buy |
662,822
+101,604
| +18% | +$1.76M | 0.01% | 526 |
|
|
2025
Q3 | $9.39M | Buy |
561,218
+65,453
| +13% | +$1.05M | 0.01% | 593 |
|
|
2025
Q2 | $7.49M | Sell |
495,765
-75,782
| -13% | -$1.09M | 0.01% | 612 |
|
|
2025
Q1 | $8.84M | Buy |
571,547
+94,319
| +20% | +$1.43M | 0.01% | 527 |
|
|
2024
Q4 | $6.92M | Buy |
477,228
+100,738
| +27% | +$1.38M | 0.01% | 561 |
|
|
2024
Q3 | $4.76M | Buy |
376,490
+18,575
| +5% | +$245K | ﹤0.01% | 655 |
|
|
2024
Q2 | $4.8M | Buy |
357,915
+49,563
| +16% | +$600K | 0.01% | 627 |
|
|
2024
Q1 | $3.63M | Buy |
308,352
+63,361
| +26% | +$680K | ﹤0.01% | 720 |
|
|
2023
Q4 | $2.37M | Buy |
244,991
+18,171
| +8% | +$176K | ﹤0.01% | 851 |
|
|
2023
Q3 | $2.23M | Buy |
226,820
+30,733
| +16% | +$284K | ﹤0.01% | 812 |
|
|
2023
Q2 | $1.69M | Buy |
196,087
+37,916
| +24% | +$313K | ﹤0.01% | 896 |
|
|
2023
Q1 | $1.27M | Buy |
158,171
+31,136
| +25% | +$264K | ﹤0.01% | 961 |
|
|
2022
Q4 | $1.02M | Buy |
127,035
+2,591
| +2% | +$16.5K | ﹤0.01% | 1024 |
|
|
2022
Q3 | $684K | Buy |
124,444
+42,815
| +52% | +$258K | ﹤0.01% | 1148 |
|
|
2022
Q2 | $482K | Buy |
81,629
+30,860
| +61% | +$186K | ﹤0.01% | 1340 |
|
|
2022
Q1 | $318K | Buy |
50,769
+2,942
| +6% | +$21K | ﹤0.01% | 1600 |
|
|
2021
Q4 | $325K | Buy |
47,827
+993
| +2% | +$6.73K | ﹤0.01% | 1566 |
|
|
2021
Q3 | $328K | Buy |
46,834
+21,187
| +83% | +$147K | ﹤0.01% | 1539 |
|
|
2021
Q2 | $177K | Sell |
25,647
-18,056
| -41% | -$129K | ﹤0.01% | 1813 |
|
|
2021
Q1 | $317K | Buy |
43,703
+3,540
| +9% | +$24.7K | ﹤0.01% | 1769 |
|
|
2020
Q4 | $248K | Sell |
40,163
-3,286
| -8% | -$19.3K | ﹤0.01% | 1746 |
|
|
2020
Q3 | $243K | Buy |
43,449
+25,033
| +136% | +$143K | ﹤0.01% | 1567 |
|
|
2020
Q2 | $103K | Buy |
+18,416
| New | +$99.5K | ﹤0.01% | 1658 |
|
|
2019
Q2 | – | Sell |
-16,021
| Closed | -$113K | – | 2114 |
|
|
2019
Q1 | $113K | Sell |
16,021
-599
| -4% | -$4.28K | ﹤0.01% | 1686 |
|
|
2018
Q4 | $108K | Buy |
16,620
+6,288
| +61% | +$46.9K | ﹤0.01% | 1620 |
|
|
2018
Q3 | $83K | Buy |
+10,332
| New | +$81.7K | ﹤0.01% | 1819 |
|
|
2017
Q4 | – | Sell |
-89,856
| Closed | -$693K | – | 1998 |
|
|
2017
Q3 | $693K | Buy |
89,856
+78,962
| +725% | +$602K | ﹤0.01% | 886 |
|
|
2017
Q2 | $86K | Buy |
10,894
+2,249
| +26% | +$16.7K | ﹤0.01% | 2096 |
|
|
2017
Q1 | $63K | Sell |
8,645
-554
| -6% | -$4.3K | ﹤0.01% | 2304 |
|
|
2016
Q4 | $70K | Buy |
9,199
+7,126
| +344% | +$51.8K | ﹤0.01% | 2120 |
|
|
2016
Q3 | $14K | Buy |
+2,073
| New | +$13.4K | ﹤0.01% | 3282 |
|
|
2015
Q4 | – | Sell |
-341
| Closed | -$3K | – | 4560 |
|
|
2015
Q3 | $3K | Sell |
341
-234,208
| -100% | -$1.97M | ﹤0.01% | 3846 |
|
|
2015
Q2 | $2.08M | Buy |
234,549
+159,778
| +214% | +$1.39M | 0.02% | 288 |
|
|
2015
Q1 | $579K | Buy |
74,771
+72,169
| +2,774% | +$540K | 0.01% | 678 |
|
|
2014
Q4 | $19K | Sell |
2,602
-28,266
| -92% | -$214K | ﹤0.01% | 2702 |
|
|
2014
Q3 | $253K | Sell |
30,868
-56,449
| -65% | -$463K | ﹤0.01% | 950 |
|
|
2014
Q2 | $740K | Buy |
87,317
+47,317
| +118% | +$390K | 0.01% | 494 |
|
|
2014
Q1 | $346K | Buy |
+40,000
| New | +$374K | 0.01% | 767 |
|
Other funds holding SMFG
Creative Planning's SMFG Position: Q2 2026 in Review
Creative Planning increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 16% in Q2 2026, buying an estimated $2.64M and bringing the position to 883,657 shares worth $20.8M. The position accounts for 0.01% of the portfolio, ranked #496.
Creative Planning first reported a position in SMFG in Q1 2014 and has held it in 40 quarters since. 463 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.
- Creative Planning held 883,657 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $20.8M as of Q2 2026.
- Creative Planning bought 119,073 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $2.64M.
- Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.01% of Creative Planning's portfolio in Q2 2026, its #496 holding.
- Creative Planning first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2014 and has held it in 40 quarters since.
- 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 Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.