Diversify Wealth 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
Other funds holding SMFG
CCMG
Diversify Wealth Management's SMFG Position: Q2 2026 in Review
Diversify Wealth Management reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 2.4% in Q2 2026, selling an estimated $63.4K and leaving 116,391 shares worth $3.07M. The position accounts for 0.05% of the portfolio, ranked #287.
Diversify Wealth Management first reported a position in SMFG in Q2 2024 and has held it in 9 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.
- Diversify Wealth Management held 116,391 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $3.07M as of Q2 2026.
- Diversify Wealth Management sold 2,856 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $63.4K.
- Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.05% of Diversify Wealth Management's portfolio in Q2 2026, its #287 holding.
- Diversify Wealth Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2024 and has held it in 9 quarters since.
- 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 Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.