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SMFG icon

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

Gradient Investments’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 		$6.32M Sell
244,002
-7,339
-3% -$190K 0.09% 175
2026
Q2 		$5.93M Buy
251,341
+14,577
+6% +$324K 0.08% 182
2026
Q1 		$4.68M Buy
236,764
+127,932
+118% +$2.69M 0.07% 197
2025
Q4 		$2.1M Buy
108,832
+35,482
+48% +$615K 0.03% 198
2025
Q3 		$1.23M Buy
73,350
+30,024
+69% +$481K 0.02% 236
2025
Q2 		$655K Buy
43,326
+8,508
+24% +$122K 0.01% 269
2025
Q1 		$538K Buy
34,818
+341
+1% +$5.19K 0.01% 238
2024
Q4 		$500K Sell
34,477
-13,390
-28% -$184K 0.01% 223
2024
Q3 		$605K Sell
47,867
-705
-1% -$9.31K 0.01% 206
2024
Q2 		$651K Sell
48,572
-207
-0.4% -$2.51K 0.01% 210
2024
Q1 		$574K Sell
48,779
-3,933
-7% -$42.2K 0.01% 208
2023
Q4 		$510K Sell
52,712
-3,983
-7% -$38.6K 0.01% 251
2023
Q3 		$558K Buy
56,695
+1,110
+2% +$10.3K 0.01% 216
2023
Q2 		$478K Sell
55,585
-871
-2% -$7.2K 0.01% 234
2023
Q1 		$452K Sell
56,456
-13,431
-19% -$114K 0.01% 233
2022
Q4 		$560K Sell
69,887
-3,183
-4% -$20.3K 0.02% 210
2022
Q3 		$402K Buy
+73,070
New +$441K 0.01% 233

Other funds holding SMFG

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
RA
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
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Gradient Investments's SMFG Position: Q3 2026 in Review

Gradient Investments reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 2.9% in Q3 2026, selling an estimated $190K and leaving 244,002 shares worth $6.32M. The position accounts for 0.09% of the portfolio, ranked #175.

Gradient Investments first reported a position in SMFG in Q3 2022 and has held it in 17 quarters since. 21 funds tracked by Wall St. Rank hold SMFG as of Q3 2026.

  • Gradient Investments held 244,002 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $6.32M as of Q3 2026.
  • Gradient Investments sold 7,339 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2026, an estimated $190K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.09% of Gradient Investments's portfolio in Q3 2026, its #175 holding.
  • Gradient Investments first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2022 and has held it in 17 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 Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.