BFC Planning, Inc.’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History
Bought
Maintained
Sold
Other funds holding SMFG
BFC Planning, Inc.'s SMFG Position: Q2 2026 in Review
BFC Planning, Inc. reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 4.9% in Q2 2026, selling an estimated $9.08K and leaving 7,908 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #959.
BFC Planning, Inc. first reported a position in SMFG in Q4 2024 and has held it in 7 quarters since. 465 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.
- BFC Planning, Inc. held 7,908 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $186K as of Q2 2026.
- BFC Planning, Inc. sold 409 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $9.08K.
- Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #959 holding.
- BFC Planning, Inc. first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2024 and has held it in 7 quarters since.
- 465 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 BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.