JPL Wealth 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
Other funds holding SMFG
JPL Wealth Management's SMFG Position: Q2 2026 in Review
JPL Wealth Management reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 31% in Q2 2026, selling an estimated $9.22K and leaving 937 shares worth $22.1K. The position accounts for ﹤0.01% of the portfolio, ranked #408.
JPL Wealth Management first reported a position in SMFG in Q3 2025 and has held it in 3 quarters since. The position peaked at $31.8K in Q3 2025. 463 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.
- JPL Wealth Management held 937 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $22.1K as of Q2 2026.
- JPL Wealth Management sold 415 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $9.22K.
- Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #408 holding.
- JPL Wealth Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2025 and has held it in 3 quarters since.
- JPL Wealth Management's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $31.8K in Q3 2025.
- 463 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 JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.