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

Five Oceans 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	$632K	Hold	24,405	–	–	0.24%	54
2026 Q2	$575K	Hold	24,405	–	–	0.19%	68
2026 Q1	$482K	Hold	24,405	–	–	0.17%	70
2025 Q4	$472K	Hold	24,405	–	–	0.17%	72
2025 Q3	$409K	Hold	24,405	–	–	0.15%	81
2025 Q2	$369K	Sell	24,405 -1,002	-4%	-$14.4K	0.16%	83
2025 Q1	$393K	Hold	25,407	–	–	0.19%	72
2024 Q4	$368K	Buy	25,407 +2,527	+11%	+$34.7K	0.17%	85
2024 Q3	$289K	Hold	22,880	–	–	0.14%	125
2024 Q2	$307K	Buy	22,880 +3,010	+15%	+$36.5K	0.16%	107
2024 Q1	$234K	Hold	19,870	–	–	0.12%	159
2023 Q4	$192K	Sell	19,870 -4,556	-19%	-$44.2K	0.11%	162
2023 Q3	$241K	Hold	24,426	–	–	0.15%	117
2023 Q2	$210K	Hold	24,426	–	–	0.14%	136
2023 Q1	$195K	Hold	24,426	–	–	0.13%	143
2022 Q4	$196K	Sell	24,426 -51	-0.2%	-$325	0.14%	140
2022 Q3	$135K	Buy	24,477 +7,327	+43%	+$44.2K	0.11%	126
2022 Q2	$101K	Buy	17,150 +725	+4%	+$4.38K	0.08%	125
2022 Q1	$103K	Buy	+16,425	New	+$117K	0.09%	116

Other funds holding SMFG

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

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

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

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

Five Oceans Advisors's SMFG Position: Q3 2026 in Review

Five Oceans Advisors held its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) position steady in Q3 2026 at 24,405 shares worth $632K. The position accounts for 0.24% of the portfolio, ranked #54.

Five Oceans Advisors first reported a position in SMFG in Q1 2022 and has held it in 19 quarters since. 110 funds tracked by Wall St. Rank hold SMFG as of Q3 2026.

Five Oceans Advisors held 24,405 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $632K as of Q3 2026.
Five Oceans Advisors left its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) share count unchanged in Q3 2026.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.24% of Five Oceans Advisors's portfolio in Q3 2026, its #54 holding.
Five Oceans Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2022 and has held it in 19 quarters since.
110 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 Five Oceans Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.