Farther Finance Advisors’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Farther Finance Advisors’s Portfolio SMFG Stock Details SMFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.48M	Buy	57,202 +5,078	+10%	+$131K	0.01%	921
2026 Q2	$1.23M	Buy	52,124 +11,631	+29%	+$258K	0.01%	975
2026 Q1	$838K	Buy	40,493 +16,177	+67%	+$340K	0.01%	1087
2025 Q4	$470K	Buy	24,316 +9,566	+65%	+$166K	0.01%	1346
2025 Q3	$247K	Buy	14,750 +922	+7%	+$14.8K	﹤0.01%	1494
2025 Q2	$209K	Buy	13,828 +3,386	+32%	+$48.7K	﹤0.01%	1366
2025 Q1	$157K	Sell	10,442 -504	-5%	-$7.67K	﹤0.01%	1325
2024 Q4	$159K	Buy	10,946 +763	+7%	+$10.5K	0.01%	1097
2024 Q3	$129K	Buy	10,183 +1,007	+11%	+$13.3K	﹤0.01%	1196
2024 Q2	$123K	Buy	9,176 +656	+8%	+$7.95K	0.01%	1042
2024 Q1	$97.4K	Buy	8,520 +90	+1%	+$965	0.01%	952
2023 Q4	$81.6K	Buy	8,430 +7,536	+843%	+$73.1K	0.01%	855
2023 Q3	$8.81K	Buy	894 +664	+289%	+$6.14K	﹤0.01%	1327
2023 Q2	$1.98K	Hold	230	–	–	﹤0.01%	1758
2023 Q1	$1.84K	Hold	230	–	–	﹤0.01%	1672
2022 Q4	$1.84K	Buy	+230	New	+$1.47K	﹤0.01%	1481

Other funds holding SMFG

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

AWM

Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Farther Finance Advisors's SMFG Position: Q3 2026 in Review

Farther Finance Advisors increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 9.7% in Q3 2026, buying an estimated $131K and bringing the position to 57,202 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #921.

Farther Finance Advisors first reported a position in SMFG in Q4 2022 and has held it in 16 quarters since. 21 funds tracked by Wall St. Rank hold SMFG as of Q3 2026.

Farther Finance Advisors held 57,202 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $1.48M as of Q3 2026.
Farther Finance Advisors bought 5,078 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2026, an estimated $131K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #921 holding.
Farther Finance Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2022 and has held it in 16 quarters since.
21 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 Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.