Focus Partners 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
$2.66M Buy
112,556
+14,957
+15% +$332K ﹤0.01% 1229
2026
Q1
$1.94M Buy
97,599
+15,820
+19% +$332K ﹤0.01% 1328
2025
Q4
$1.58M Buy
81,779
+43,365
+113% +$752K ﹤0.01% 1431
2025
Q3
$643K Buy
38,414
+2,926
+8% +$46.9K ﹤0.01% 1493
2025
Q2
$536K Buy
35,488
+17,235
+94% +$248K ﹤0.01% 1411
2025
Q1
$282K Buy
18,253
+4,799
+36% +$73K ﹤0.01% 1609
2024
Q4
$195K Buy
13,454
+2,033
+18% +$27.9K ﹤0.01% 1738
2024
Q3
$144K Buy
+11,421
New +$151K ﹤0.01% 1491

Other funds holding SMFG

Focus Partners Wealth's SMFG Position: Q2 2026 in Review

Focus Partners Wealth increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 15% in Q2 2026, buying an estimated $332K and bringing the position to 112,556 shares worth $2.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

Focus Partners Wealth first reported a position in SMFG in Q3 2024 and has held it in 8 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Focus Partners Wealth held 112,556 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $2.66M as of Q2 2026.
  • Focus Partners Wealth bought 14,957 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $332K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1229 holding.
  • Focus Partners Wealth first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2024 and has held it in 8 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 Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.