GC Wealth Management RIA’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
$655K Buy
27,793
+12,384
+80% +$275K 0.04% 288
2026
Q1
$304K Buy
15,409
+5,046
+49% +$106K 0.01% 432
2025
Q4
$200K Sell
10,363
-4,114
-28% -$71.3K 0.01% 516
2025
Q3
$242K Buy
+14,477
New +$232K 0.01% 774
2024
Q1
– Sell
-11,161
Closed -$108K – 284
2023
Q4
$108K Buy
+11,161
New +$108K 0.05% 220

Other funds holding SMFG

GC Wealth Management RIA's SMFG Position: Q2 2026 in Review

GC Wealth Management RIA increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 80% in Q2 2026, buying an estimated $275K and bringing the position to 27,793 shares worth $655K. The position accounts for 0.04% of the portfolio, ranked #288.

GC Wealth Management RIA first reported a position in SMFG in Q4 2023 and has held it in 5 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • GC Wealth Management RIA held 27,793 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $655K as of Q2 2026.
  • GC Wealth Management RIA bought 12,384 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $275K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.04% of GC Wealth Management RIA's portfolio in Q2 2026, its #288 holding.
  • GC Wealth Management RIA 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 5 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 GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.