Essential Partners’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
$30.7K Buy
1,300
+251
+24% +$5.57K 0.01% 757
2026
Q1
$20.7K Hold
1,049
– – 0.01% 909
2025
Q4
$20.3K Buy
1,049
+344
+49% +$5.96K 0.01% 904
2025
Q3
$11.8K Buy
+705
New +$11.3K ﹤0.01% 1097

Other funds holding SMFG

Essential Partners's SMFG Position: Q2 2026 in Review

Essential Partners increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 24% in Q2 2026, buying an estimated $5.57K and bringing the position to 1,300 shares worth $30.7K. The position accounts for 0.01% of the portfolio, ranked #757.

Essential Partners first reported a position in SMFG in Q3 2025 and has held it in 4 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Essential Partners held 1,300 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $30.7K as of Q2 2026.
  • Essential Partners bought 251 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $5.57K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.01% of Essential Partners's portfolio in Q2 2026, its #757 holding.
  • Essential Partners first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2025 and has held it in 4 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 Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.