IMA Advisory Services’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
$5.85K Buy
248
+86
+53% +$1.91K ﹤0.01% 875
2026
Q1
$3.2K Sell
162
-5
-3% -$105 ﹤0.01% 514
2025
Q4
$3.23K Buy
+167
New +$2.9K ﹤0.01% 534

Other funds holding SMFG

IMA Advisory Services's SMFG Position: Q2 2026 in Review

IMA Advisory Services increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 53% in Q2 2026, buying an estimated $1.91K and bringing the position to 248 shares worth $5.85K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

IMA Advisory Services first reported a position in SMFG in Q4 2025 and has held it in 3 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • IMA Advisory Services held 248 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $5.85K as of Q2 2026.
  • IMA Advisory Services bought 86 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $1.91K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #875 holding.
  • IMA Advisory Services first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2025 and has held it in 3 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 IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.