JNBA Financial Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.51K | Buy |
361
+269
| +292% | +$5.97K | ﹤0.01% | 533 |
|
|
2026
Q1 | $1.82K | Hold |
92
| – | – | ﹤0.01% | 740 |
|
|
2025
Q4 | $1.78K | Buy |
+92
| New | +$1.59K | ﹤0.01% | 683 |
|
|
2023
Q1 | – | Sell |
-1,474
| Closed | -$11.8K | – | 735 |
|
|
2022
Q4 | $11.8K | Hold |
1,474
| – | – | ﹤0.01% | 435 |
|
|
2022
Q3 | $8K | Hold |
1,474
| – | – | ﹤0.01% | 490 |
|
|
2022
Q2 | $9K | Hold |
1,474
| – | – | ﹤0.01% | 504 |
|
|
2022
Q1 | $9K | Sell |
1,474
-225
| -13% | -$1.6K | ﹤0.01% | 507 |
|
|
2021
Q4 | $12K | Hold |
1,699
| – | – | ﹤0.01% | 509 |
|
|
2021
Q3 | $12K | Hold |
1,699
| – | – | ﹤0.01% | 499 |
|
|
2021
Q2 | $12K | Hold |
1,699
| – | – | ﹤0.01% | 469 |
|
|
2021
Q1 | $12K | Hold |
1,699
| – | – | ﹤0.01% | 448 |
|
|
2020
Q4 | $10K | Hold |
1,699
| – | – | ﹤0.01% | 439 |
|
|
2020
Q3 | $9K | Hold |
1,699
| – | – | ﹤0.01% | 428 |
|
|
2020
Q2 | $10K | Hold |
1,699
| – | – | ﹤0.01% | 411 |
|
|
2020
Q1 | $8K | Hold |
1,699
| – | – | ﹤0.01% | 414 |
|
|
2019
Q4 | $13K | Buy |
1,699
+1,474
| +655% | +$10.6K | ﹤0.01% | 409 |
|
|
2019
Q3 | $2K | Hold |
225
| – | – | ﹤0.01% | 552 |
|
|
2019
Q2 | $2K | Hold |
225
| – | – | ﹤0.01% | 609 |
|
|
2019
Q1 | $2K | Hold |
225
| – | – | ﹤0.01% | 509 |
|
|
2018
Q4 | $1K | Buy |
+225
| New | +$1.68K | ﹤0.01% | 510 |
|
|
2018
Q3 | – | Sell |
-225
| Closed | -$2K | – | 671 |
|
|
2018
Q2 | $2K | Hold |
225
| – | – | ﹤0.01% | 492 |
|
|
2018
Q1 | $2K | Hold |
225
| – | – | ﹤0.01% | 462 |
|
|
2017
Q4 | $2K | Hold |
225
| – | – | ﹤0.01% | 452 |
|
|
2017
Q3 | $2K | Hold |
225
| – | – | ﹤0.01% | 444 |
|
|
2017
Q2 | $2K | Hold |
225
| – | – | ﹤0.01% | 426 |
|
|
2017
Q1 | $2K | Sell |
225
-225
| -50% | -$1.75K | ﹤0.01% | 433 |
|
|
2016
Q4 | $3K | Sell |
450
-27,930
| -98% | -$203K | ﹤0.01% | 441 |
|
|
2016
Q3 | $192K | Buy |
28,380
+27,930
| +6,207% | +$181K | 0.03% | 225 |
|
|
2016
Q2 | $3K | Hold |
450
| – | – | ﹤0.01% | 450 |
|
|
2016
Q1 | $3K | Hold |
450
| – | – | ﹤0.01% | 470 |
|
|
2015
Q4 | $3K | Hold |
450
| – | – | ﹤0.01% | 450 |
|
|
2015
Q3 | $3K | Hold |
450
| – | – | ﹤0.01% | 449 |
|
|
2015
Q2 | $4K | Sell |
450
-225
| -33% | -$1.95K | ﹤0.01% | 434 |
|
|
2015
Q1 | $5K | Hold |
675
| – | – | ﹤0.01% | 425 |
|
|
2014
Q4 | $5K | Sell |
675
-330
| -33% | -$2.5K | ﹤0.01% | 424 |
|
|
2014
Q3 | $8K | Buy |
+1,005
| New | +$8.24K | ﹤0.01% | 392 |
|
Other funds holding SMFG
CCMG
JNBA Financial Advisors's SMFG Position: Q2 2026 in Review
JNBA Financial Advisors increased its Sumitomo Mitsui Financial (SMFG) stake by 292% in Q2 2026, buying an estimated $5.97K and bringing the position to 361 shares worth $8.51K. The position accounts for ﹤0.01% of the portfolio, ranked #533.
JNBA Financial Advisors first reported a position in SMFG in Q3 2014 and has held it in 36 quarters since. The position peaked at $192K in Q3 2016. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.
- JNBA Financial Advisors held 361 shares of Sumitomo Mitsui Financial worth $8.51K as of Q2 2026.
- JNBA Financial Advisors bought 269 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $5.97K.
- Sumitomo Mitsui Financial made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #533 holding.
- JNBA Financial Advisors first reported a position in Sumitomo Mitsui Financial in Q3 2014 and has held it in 36 quarters since.
- JNBA Financial Advisors's Sumitomo Mitsui Financial position peaked at $192K in Q3 2016.
- 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.
Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.