Cresset Asset 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
$328K Sell
13,764
-2,869
-17% -$63.7K ﹤0.01% 1346
2026
Q1
$329K Buy
+16,633
New +$349K ﹤0.01% 1232
2025
Q4
– Sell
-10,079
Closed -$172K – 1697
2025
Q3
$172K Buy
+10,079
New +$161K ﹤0.01% 1448
2025
Q2
– Sell
-15,348
Closed -$240K – 1742
2025
Q1
$240K Sell
15,348
-1,106
-7% -$16.8K ﹤0.01% 1441
2024
Q4
$238K Sell
16,454
-165,492
-91% -$2.27M ﹤0.01% 1480
2024
Q3
$2.3M Sell
181,946
-900
-0.5% -$11.9K 0.01% 742
2024
Q2
$2.46M Buy
182,846
+33,591
+23% +$407K 0.01% 637
2024
Q1
$1.76M Buy
149,255
+25,616
+21% +$275K 0.01% 711
2023
Q4
$1.2M Buy
123,639
+2,418
+2% +$23.4K 0.01% 822
2023
Q3
$1.19M Buy
121,221
+22,795
+23% +$211K ﹤0.01% 764
2023
Q2
$859K Buy
+98,426
New +$813K ﹤0.01% 1017
2022
Q4
– Sell
-13,480
Closed -$74K – 864
2022
Q3
$74K Buy
13,480
+817
+6% +$4.93K ﹤0.01% 846
2022
Q2
$77K Sell
12,663
-13,435
-51% -$81.2K ﹤0.01% 891
2022
Q1
$164K Buy
26,098
+2,312
+10% +$16.5K ﹤0.01% 922
2021
Q4
$161K Sell
23,786
-69,768
-75% -$473K ﹤0.01% 1067
2021
Q3
$656K Buy
93,554
+8,189
+10% +$57K 0.01% 527
2021
Q2
$603K Sell
85,365
-5,960
-7% -$42.7K 0.01% 501
2021
Q1
$662K Buy
91,325
+8,797
+11% +$61.3K 0.01% 397
2020
Q4
$509K Buy
82,528
+1,758
+2% +$10.3K 0.01% 390
2020
Q3
$452K Buy
80,770
+10,271
+15% +$58.9K 0.01% 396
2020
Q2
$419K Sell
70,499
-42,575
-38% -$230K 0.01% 374
2020
Q1
$542K Buy
113,074
+70,742
+167% +$456K 0.02% 268
2019
Q4
$314K Sell
42,332
-7,080
-14% -$50.9K 0.01% 412
2019
Q3
$338K Buy
49,412
+24,006
+94% +$164K 0.01% 349
2019
Q2
$183K Buy
25,406
+6,890
+37% +$48.8K 0.01% 453
2019
Q1
$130K Buy
18,516
+14,699
+385% +$105K 0.01% 485
2018
Q4
$25K Buy
+3,817
New +$28.5K ﹤0.01% 665

Other funds holding SMFG

Cresset Asset Management's SMFG Position: Q2 2026 in Review

Cresset Asset Management reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 17% in Q2 2026, selling an estimated $63.7K and leaving 13,764 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

Cresset Asset Management first reported a position in SMFG in Q4 2018 and has held it in 27 quarters since. The position peaked at $2.46M in Q2 2024. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Cresset Asset Management held 13,764 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $328K as of Q2 2026.
  • Cresset Asset Management sold 2,869 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $63.7K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1346 holding.
  • Cresset Asset Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2018 and has held it in 27 quarters since.
  • Cresset Asset Management's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $2.46M in Q2 2024.
  • 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 Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.