Diversify Advisory Services’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
Q3
$3.03M Buy
122,379
+5,988
+5% +$155K 0.05% 325
2026
Q2
$3.07M Buy
+116,391
New +$2.58M 0.05% 287
2026
Q1
– Sell
-30,258
Closed -$645K – 750
2025
Q4
$645K Buy
30,258
+2,467
+9% +$42.8K 0.02% 525
2025
Q3
$454K Buy
27,791
+2,118
+8% +$33.9K 0.02% 592
2025
Q2
$419K Buy
25,673
+5,009
+24% +$72K 0.02% 589
2025
Q1
$296K Buy
20,664
+4,365
+27% +$66.4K 0.02% 499
2024
Q4
$230K Buy
16,299
+197
+1% +$2.71K 0.01% 556
2024
Q3
$204K Sell
16,102
-4,368
-21% -$57.7K 0.01% 601
2024
Q2
$281K Sell
20,470
-33,501
-62% -$406K 0.02% 521
2024
Q1
$617K Buy
+53,971
New +$579K 0.04% 370

Other funds holding SMFG

Diversify Advisory Services's SMFG Position: Q3 2026 in Review

Diversify Advisory Services increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 5.1% in Q3 2026, buying an estimated $155K and bringing the position to 122,379 shares worth $3.03M. The position accounts for 0.05% of the portfolio, ranked #325.

Diversify Advisory Services first reported a position in SMFG in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.07M in Q2 2026. 83 funds tracked by Wall St. Rank hold SMFG as of Q3 2026.

  • Diversify Advisory Services held 122,379 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $3.03M as of Q3 2026.
  • Diversify Advisory Services bought 5,988 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2026, an estimated $155K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.05% of Diversify Advisory Services's portfolio in Q3 2026, its #325 holding.
  • Diversify Advisory Services first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2024 and has held it in 10 quarters since.
  • Diversify Advisory Services's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $3.07M in Q2 2026.
  • 83 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 Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.