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

GAMMA Investing’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	$1.2M	Buy	46,371 +3,942	+9%	+$102K	0.04%	364
2026 Q2	$1M	Buy	42,429 +6,282	+17%	+$140K	0.04%	399
2026 Q1	$714K	Buy	36,147 +3,058	+9%	+$64.2K	0.03%	444
2025 Q4	$640K	Buy	33,089 +2,104	+7%	+$36.5K	0.03%	443
2025 Q3	$519K	Buy	30,985 +1,803	+6%	+$28.9K	0.03%	500
2025 Q2	$441K	Buy	29,182 +1,439	+5%	+$20.7K	0.03%	528
2025 Q1	$429K	Buy	27,743 +4,588	+20%	+$69.8K	0.03%	473
2024 Q4	$336K	Buy	23,155 +4,479	+24%	+$61.5K	0.03%	503
2024 Q3	$236K	Buy	18,676 +3,299	+21%	+$43.6K	0.02%	547
2024 Q2	$206K	Buy	15,377 +3,206	+26%	+$38.8K	0.03%	493
2024 Q1	$143K	Buy	12,171 +2,014	+20%	+$21.6K	0.03%	503
2023 Q4	$105K	Buy	+10,157	New	+$98.5K	0.03%	532

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

GAMMA Investing's SMFG Position: Q3 2026 in Review

GAMMA Investing increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 9.3% in Q3 2026, buying an estimated $102K and bringing the position to 46,371 shares worth $1.2M. The position accounts for 0.04% of the portfolio, ranked #364.

GAMMA Investing first reported a position in SMFG in Q4 2023 and has held it in 12 quarters since. 21 funds tracked by Wall St. Rank hold SMFG as of Q3 2026.

GAMMA Investing held 46,371 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $1.2M as of Q3 2026.
GAMMA Investing bought 3,942 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2026, an estimated $102K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.04% of GAMMA Investing's portfolio in Q3 2026, its #364 holding.
GAMMA Investing first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2023 and has held it in 12 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 GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.