J. Safra Asset Management’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
$488K Buy
20,702
+1,236
+6% +$27.4K 0.02% 175
2026
Q1
$384K Buy
+19,466
New +$409K 0.02% 178
2016
Q4
– Sell
-15,042
Closed -$102K – 120
2016
Q3
$102K Hold
15,042
– – 0.18% 31
2016
Q2
$86K Buy
+15,042
New +$91.9K 0.14% 68

Other funds holding SMFG

J. Safra Asset Management's SMFG Position: Q2 2026 in Review

J. Safra Asset Management increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 6.3% in Q2 2026, buying an estimated $27.4K and bringing the position to 20,702 shares worth $488K. The position accounts for 0.02% of the portfolio, ranked #175.

J. Safra Asset Management first reported a position in SMFG in Q2 2016 and has held it in 4 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • J. Safra Asset Management held 20,702 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $488K as of Q2 2026.
  • J. Safra Asset Management bought 1,236 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $27.4K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.02% of J. Safra Asset Management's portfolio in Q2 2026, its #175 holding.
  • J. Safra Asset Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2016 and has held it in 4 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 J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.