Jones Financial Companies’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
$4.14M Buy
173,711
+69,725
+67% +$1.55M ﹤0.01% 1274
2026
Q1
$1.98M Buy
103,986
+100,304
+2,724% +$2.11M ﹤0.01% 1429
2025
Q4
$71.2K Buy
3,682
+287
+8% +$4.97K ﹤0.01% 2371
2025
Q3
$57.8K Sell
3,395
-3,975
-54% -$63.7K ﹤0.01% 2319
2025
Q2
$112K Buy
7,370
+4,298
+140% +$61.8K ﹤0.01% 1887
2025
Q1
$48.3K Buy
3,072
+1,702
+124% +$25.9K ﹤0.01% 2079
2024
Q4
$19.9K Buy
1,370
+248
+22% +$3.41K ﹤0.01% 2266
2024
Q3
$13.8K Buy
1,122
+796
+244% +$10.5K ﹤0.01% 2085
2024
Q2
$4.37K Buy
326
+27
+9% +$327 ﹤0.01% 1968
2024
Q1
$3.52K Sell
299
-126
-30% -$1.35K ﹤0.01% 1210
2023
Q4
$4.11K Buy
425
+108
+34% +$1.05K ﹤0.01% 785
2023
Q3
$3.12K Buy
+317
New +$2.93K ﹤0.01% 540
2021
Q1
– Sell
-911
Closed -$6K – 860
2020
Q4
$6K Buy
+911
New +$5.34K ﹤0.01% 483
2013
Q4
– Sell
-1,473
Closed -$14K – 488
2013
Q3
$14K Buy
1,473
+1,160
+371% +$11K ﹤0.01% 475
2013
Q2
$3K Buy
+313
New +$2.79K ﹤0.01% 714

Other funds holding SMFG

Jones Financial Companies's SMFG Position: Q2 2026 in Review

Jones Financial Companies increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 67% in Q2 2026, buying an estimated $1.55M and bringing the position to 173,711 shares worth $4.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

Jones Financial Companies first reported a position in SMFG in Q2 2013 and has held it in 15 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Jones Financial Companies held 173,711 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $4.14M as of Q2 2026.
  • Jones Financial Companies bought 69,725 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $1.55M.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #1274 holding.
  • Jones Financial Companies first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2013 and has held it in 15 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 Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.