IFP Advisors’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 | $38.3K | Hold |
1,626
| – | – | ﹤0.01% | 2565 |
|
|
2026
Q1 | $32.1K | Buy |
1,626
+106
| +7% | +$2.23K | ﹤0.01% | 2508 |
|
|
2025
Q4 | $29.4K | Hold |
1,520
| – | – | ﹤0.01% | 2504 |
|
|
2025
Q3 | $25.4K | Sell |
1,520
-1,320
| -46% | -$21.1K | ﹤0.01% | 2460 |
|
|
2025
Q2 | $42.9K | Sell |
2,840
-473
| -14% | -$6.8K | ﹤0.01% | 2124 |
|
|
2025
Q1 | $51.2K | Sell |
3,313
-91
| -3% | -$1.38K | ﹤0.01% | 1878 |
|
|
2024
Q4 | $49.3K | Buy |
3,404
+295
| +9% | +$4.05K | ﹤0.01% | 1841 |
|
|
2024
Q3 | $39.3K | Sell |
3,109
-2,721
| -47% | -$35.9K | ﹤0.01% | 1839 |
|
|
2024
Q2 | $78.2K | Buy |
5,830
+869
| +18% | +$10.5K | ﹤0.01% | 1468 |
|
|
2024
Q1 | $58.4K | Sell |
4,961
-730
| -13% | -$7.83K | ﹤0.01% | 1522 |
|
|
2023
Q4 | $55.1K | Sell |
5,691
-54
| -0.9% | -$523 | ﹤0.01% | 1502 |
|
|
2023
Q3 | $56.6K | Buy |
5,745
+152
| +3% | +$1.41K | ﹤0.01% | 1501 |
|
|
2023
Q2 | $48.1K | Hold |
5,593
| – | – | ﹤0.01% | 1625 |
|
|
2023
Q1 | $46.9K | Sell |
5,593
-5,235
| -48% | -$44.3K | ﹤0.01% | 1611 |
|
|
2022
Q4 | $94K | Sell |
10,828
-2,094
| -16% | -$13.3K | ﹤0.01% | 1780 |
|
|
2022
Q3 | $110K | Buy |
12,922
+413
| +3% | +$2.49K | ﹤0.01% | 1791 |
|
|
2022
Q2 | $107K | Hold |
12,509
| – | – | ﹤0.01% | 1645 |
|
|
2022
Q1 | $107K | Buy |
12,509
+12,410
| +12,535% | +$88.4K | ﹤0.01% | 1645 |
|
|
2021
Q4 | $2K | Sell |
99
-71
| -42% | -$481 | ﹤0.01% | 2836 |
|
|
2021
Q3 | $2K | Hold |
170
| – | – | ﹤0.01% | 2898 |
|
|
2021
Q2 | $2K | Hold |
170
| – | – | ﹤0.01% | 2778 |
|
|
2021
Q1 | $2K | Hold |
170
| – | – | ﹤0.01% | 2710 |
|
|
2020
Q4 | $2K | Hold |
170
| – | – | ﹤0.01% | 2654 |
|
|
2020
Q3 | $0 | Hold |
170
| – | – | ﹤0.01% | 2989 |
|
|
2020
Q2 | $0 | Sell |
170
-786
| -82% | -$4.25K | ﹤0.01% | 2927 |
|
|
2020
Q1 | $4K | Sell |
956
-189
| -17% | -$1.22K | ﹤0.01% | 2176 |
|
|
2019
Q4 | $9K | Buy |
1,145
+773
| +208% | +$5.56K | ﹤0.01% | 1974 |
|
|
2019
Q3 | $3K | Buy |
+372
| New | +$2.54K | ﹤0.01% | 2576 |
|
|
2019
Q1 | $1K | Sell |
88
-883
| -91% | -$6.31K | ﹤0.01% | 2258 |
|
|
2018
Q4 | $6K | Sell |
971
-2,104
| -68% | -$15.7K | ﹤0.01% | 2775 |
|
|
2018
Q3 | $25K | Buy |
3,075
+283
| +10% | +$2.24K | ﹤0.01% | 2342 |
|
|
2018
Q2 | $22K | Sell |
2,792
-2,071
| -43% | -$17.2K | ﹤0.01% | 2413 |
|
|
2018
Q1 | $42K | Hold |
4,863
| – | – | ﹤0.01% | 1924 |
|
|
2017
Q4 | $42K | Buy |
4,863
+147
| +3% | +$1.19K | ﹤0.01% | 1945 |
|
|
2017
Q3 | $36K | Buy |
4,716
+1,383
| +41% | +$10.5K | ﹤0.01% | 2216 |
|
|
2017
Q2 | $26K | Buy |
3,333
+2,201
| +194% | +$16.4K | ﹤0.01% | 2430 |
|
|
2017
Q1 | $8K | Sell |
1,132
-64
| -5% | -$497 | ﹤0.01% | 3060 |
|
|
2016
Q4 | $9K | Sell |
1,196
-499
| -29% | -$3.62K | ﹤0.01% | 2985 |
|
|
2016
Q3 | $11K | Buy |
1,695
+421
| +33% | +$2.73K | ﹤0.01% | 2779 |
|
|
2016
Q2 | $7K | Buy |
1,274
+1,186
| +1,348% | +$7.25K | ﹤0.01% | 2960 |
|
|
2016
Q1 | $1K | Sell |
88
-9,955
| -99% | -$62.1K | ﹤0.01% | 2245 |
|
|
2015
Q4 | $76K | Buy |
+10,043
| New | +$79.1K | 0.01% | 1335 |
|
Other funds holding SMFG
CCMG
IFP Advisors's SMFG Position: Q2 2026 in Review
IFP Advisors held its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) position steady in Q2 2026 at 1,626 shares worth $38.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2565.
IFP Advisors first reported a position in SMFG in Q4 2015 and has held it in 42 quarters since. The position peaked at $110K in Q3 2022. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.
- IFP Advisors held 1,626 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $38.3K as of Q2 2026.
- IFP Advisors left its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) share count unchanged in Q2 2026.
- Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2565 holding.
- IFP Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $110K in Q3 2022.
- 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 IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.