Grove Bank & Trust’s Sumitomo Mitsui Financial SMFG Stock Holding History

Grove Bank & Trust’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 Q2	$943	Buy	+40	New	+$888	﹤0.01%	836
2024 Q4	–	Sell	-634	Closed	-$8.01K	–	849
2024 Q3	$8.01K	Buy	+634	New	+$8.37K	﹤0.01%	514
2024 Q1	–	Sell	-75	Closed	-$726	–	598
2023 Q4	$726	Hold	75	–	–	﹤0.01%	584
2023 Q3	$739	Hold	75	–	–	﹤0.01%	717
2023 Q2	$645	Sell	75 -25	-25%	-$207	﹤0.01%	628
2023 Q1	$800	Hold	100	–	–	﹤0.01%	712
2022 Q4	$1K	Buy	+100	New	+$637	﹤0.01%	628
2016 Q1	–	Sell	-3,579	Closed	-$27K	–	326
2015 Q4	$27K	Buy	+3,579	New	+$28.2K	0.02%	216

Other funds holding SMFG

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

BCM

BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Grove Bank & Trust's SMFG Position: Q2 2026 in Review

Grove Bank & Trust opened a new position in Sumitomo Mitsui Financial (SMFG) in Q2 2026: 40 shares worth $943. The stake represents ﹤0.01% of the portfolio and ranks #836 among its holdings. This is a return to the name: Grove Bank & Trust previously reported a position in SMFG as recently as Q3 2024.

Grove Bank & Trust first reported a position in SMFG in Q4 2015 and has held it in 8 quarters since. The position peaked at $27K in Q4 2015. 59 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Grove Bank & Trust held 40 shares of Sumitomo Mitsui Financial worth $943 as of Q2 2026.
Sumitomo Mitsui Financial was a new Grove Bank & Trust position in Q2 2026.
Sumitomo Mitsui Financial made up ﹤0.01% of Grove Bank & Trust's portfolio in Q2 2026, its #836 holding.
Grove Bank & Trust first reported a position in Sumitomo Mitsui Financial in Q4 2015 and has held it in 8 quarters since.
Grove Bank & Trust's Sumitomo Mitsui Financial position peaked at $27K in Q4 2015.
59 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Grove Bank & Trust's 13F filing for Q2 2026, filed 7 Jul 2026.