FWL Investment Management’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
$29.5K Buy
1,249
+932
+294% +$20.7K 0.01% 239
2026
Q1
$6.26K Sell
317
-221
-41% -$4.64K ﹤0.01% 285
2025
Q4
$10.4K Sell
538
-1,773
-77% -$30.7K ﹤0.01% 275
2025
Q3
$38.7K Buy
2,311
+1,560
+208% +$25K 0.01% 162
2025
Q2
$11.3K Buy
+751
New +$10.8K ﹤0.01% 222

Other funds holding SMFG

FWL Investment Management's SMFG Position: Q2 2026 in Review

FWL Investment Management increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 294% in Q2 2026, buying an estimated $20.7K and bringing the position to 1,249 shares worth $29.5K. The position accounts for 0.01% of the portfolio, ranked #239.

FWL Investment Management first reported a position in SMFG in Q2 2025 and has held it in 5 quarters since. The position peaked at $38.7K in Q3 2025. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • FWL Investment Management held 1,249 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $29.5K as of Q2 2026.
  • FWL Investment Management bought 932 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $20.7K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.01% of FWL Investment Management's portfolio in Q2 2026, its #239 holding.
  • FWL Investment Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2025 and has held it in 5 quarters since.
  • FWL Investment Management's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $38.7K in Q3 2025.
  • 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 FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.