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
Other funds holding SMFG
AAM
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.