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

Intergy Private Wealth’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	$317K	Sell	12,216 -1,088	-8%	-$28.1K	0.07%	99
2026 Q2	$314K	Buy	13,304 +671	+5%	+$14.9K	0.07%	97
2026 Q1	$250K	Sell	12,633 -167	-1%	-$3.51K	0.07%	101
2025 Q4	$247K	Buy	12,800 +657	+5%	+$11.4K	0.07%	97
2025 Q3	$203K	Buy	12,143 +1,132	+10%	+$18.1K	0.06%	104
2025 Q2	$166K	Buy	+11,011	New	+$158K	0.06%	98

Other funds holding SMFG

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

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

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

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Intergy Private Wealth's SMFG Position: Q3 2026 in Review

Intergy Private Wealth reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 8.2% in Q3 2026, selling an estimated $28.1K and leaving 12,216 shares worth $317K. The position accounts for 0.07% of the portfolio, ranked #99.

Intergy Private Wealth first reported a position in SMFG in Q2 2025 and has held it in 6 quarters since. 106 funds tracked by Wall St. Rank hold SMFG as of Q3 2026.

Intergy Private Wealth held 12,216 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $317K as of Q3 2026.
Intergy Private Wealth sold 1,088 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2026, an estimated $28.1K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.07% of Intergy Private Wealth's portfolio in Q3 2026, its #99 holding.
Intergy Private Wealth first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2025 and has held it in 6 quarters since.
106 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 Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.