Evolve Private Wealth’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
$564K Buy
23,919
+2,257
+10% +$50.1K 0.03% 461
2026
Q1
$428K Buy
21,662
+1,772
+9% +$37.2K 0.02% 644
2025
Q4
$384K Buy
+19,890
New +$345K 0.02% 635

Other funds holding SMFG

Evolve Private Wealth's SMFG Position: Q2 2026 in Review

Evolve Private Wealth increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 10% in Q2 2026, buying an estimated $50.1K and bringing the position to 23,919 shares worth $564K. The position accounts for 0.03% of the portfolio, ranked #461.

Evolve Private Wealth first reported a position in SMFG in Q4 2025 and has held it in 3 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Evolve Private Wealth held 23,919 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $564K as of Q2 2026.
  • Evolve Private Wealth bought 2,257 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $50.1K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #461 holding.
  • Evolve Private Wealth first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2025 and has held it in 3 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 Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.