Gilman Hill Asset Management’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Gilman Hill Asset Management’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	$5.5M	Buy	212,179 +609	+0.3%	+$15.7K	0.77%	61
2026 Q2	$4.99M	Buy	211,570 +4,761	+2%	+$106K	0.68%	62
2026 Q1	$4.08M	Sell	206,809 -8,322	-4%	-$175K	0.62%	69
2025 Q4	$4.16M	Sell	215,131 -7,333	-3%	-$127K	0.66%	71
2025 Q3	$3.72M	Sell	222,464 -3,810	-2%	-$61K	0.58%	71
2025 Q2	$3.42M	Buy	226,274 +4,180	+2%	+$60.1K	0.56%	70
2025 Q1	$3.43M	Buy	222,094 +13,500	+6%	+$205K	0.6%	65
2024 Q4	$3.02M	Buy	208,594 +1,223	+0.6%	+$16.8K	0.53%	72
2024 Q3	$2.62M	Buy	207,371 +16,585	+9%	+$219K	0.44%	76
2024 Q2	$2.56M	Sell	190,786 -85,093	-31%	-$1.03M	0.46%	77
2024 Q1	$3.25M	Sell	275,879 -126,590	-31%	-$1.36M	0.58%	65
2023 Q4	$3.9M	Sell	402,469 -41,375	-9%	-$401K	0.73%	49
2023 Q3	$4.37M	Sell	443,844 -13,890	-3%	-$128K	0.86%	42
2023 Q2	$3.94M	Buy	457,734 +20,690	+5%	+$171K	0.73%	48
2023 Q1	$3.5M	Buy	437,044 +25,335	+6%	+$214K	0.71%	51
2022 Q4	$3.3M	Sell	411,709 -8,408	-2%	-$53.5K	0.68%	51
2022 Q3	$2.31M	Buy	420,117 +12,825	+3%	+$77.3K	0.54%	61
2022 Q2	$2.4M	Buy	407,292 +20,577	+5%	+$124K	0.52%	59
2022 Q1	$2.42M	Buy	386,715 +26,535	+7%	+$189K	0.55%	64
2021 Q4	$2.45M	Sell	360,180 -5,396	-1%	-$36.5K	0.54%	58
2021 Q3	$2.56M	Buy	365,576 +32,060	+10%	+$223K	0.65%	43
2021 Q2	$2.3M	Sell	333,516 -730	-0.2%	-$5.23K	0.59%	51
2021 Q1	$2.42M	Buy	334,246 +13,660	+4%	+$95.1K	0.67%	44
2020 Q4	$1.98M	Buy	320,586 +11,359	+4%	+$66.6K	0.65%	48
2020 Q3	$1.73M	Hold	309,227	–	–	0.67%	43
2020 Q2	$1.74M	Buy	309,227 +69,285	+29%	+$374K	0.69%	43
2020 Q1	$1.15M	Buy	239,942 +7,490	+3%	+$48.2K	0.56%	56
2019 Q4	$1.72M	Buy	232,452 +790	+0.3%	+$5.68K	0.56%	53
2019 Q3	$1.58M	Buy	231,662 +2,175	+0.9%	+$14.9K	0.53%	54
2019 Q2	$1.62M	Buy	229,487 +6,265	+3%	+$44.4K	0.55%	52
2019 Q1	$1.57M	Buy	223,222 +11,770	+6%	+$84.2K	0.55%	49
2018 Q4	$1.38M	Sell	211,452 -7,720	-4%	-$57.6K	0.58%	49
2018 Q3	$1.76M	Buy	219,172 +18,330	+9%	+$145K	0.69%	44
2018 Q2	$1.56M	Buy	200,842 +5,645	+3%	+$46.9K	0.64%	45
2018 Q1	$1.66M	Buy	195,197 +18,400	+10%	+$164K	0.73%	41
2017 Q4	$1.54M	Buy	176,797 +17,850	+11%	+$145K	0.63%	44
2017 Q3	$1.23M	Buy	158,947 +11,675	+8%	+$89K	0.5%	51
2017 Q2	$1.16M	Buy	147,272 +11,805	+9%	+$87.7K	0.5%	50
2017 Q1	$982K	Buy	135,467 +6,517	+5%	+$50.6K	0.43%	52
2016 Q4	$985K	Hold	128,950	–	–	0.36%	48
2016 Q3	$870K	Buy	128,950 +3,615	+3%	+$23.5K	0.34%	61
2016 Q2	$717K	Buy	125,335 +12,290	+11%	+$75.1K	0.29%	63
2016 Q1	$679K	Buy	+113,045	New	+$705K	0.31%	67

Other funds holding SMFG

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 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

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Gilman Hill Asset Management's SMFG Position: Q3 2026 in Review

Gilman Hill Asset Management increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 0.29% in Q3 2026, buying an estimated $15.7K and bringing the position to 212,179 shares worth $5.5M. The position accounts for 0.77% of the portfolio, ranked #61.

Gilman Hill Asset Management first reported a position in SMFG in Q1 2016 and has held it in 43 quarters since. 30 funds tracked by Wall St. Rank hold SMFG as of Q3 2026.

Gilman Hill Asset Management held 212,179 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $5.5M as of Q3 2026.
Gilman Hill Asset Management bought 609 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2026, an estimated $15.7K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.77% of Gilman Hill Asset Management's portfolio in Q3 2026, its #61 holding.
Gilman Hill Asset Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2016 and has held it in 43 quarters since.
30 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 Gilman Hill Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.