Empirical 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
Empirical Wealth Management's SMFG Position: Q2 2026 in Review
Empirical Wealth Management reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 6.2% in Q2 2026, selling an estimated $22.7K and leaving 15,476 shares worth $365K. The position accounts for 0.01% of the portfolio, ranked #805.
Empirical Wealth Management first reported a position in SMFG in Q4 2024 and has held it in 6 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.
- Empirical Wealth Management held 15,476 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $365K as of Q2 2026.
- Empirical Wealth Management sold 1,024 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $22.7K.
- Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #805 holding.
- Empirical Wealth Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2024 and has held it in 6 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 Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.