Kathmere Capital 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
$809K Buy
34,301
+9,597
+39% +$213K 0.04% 288
2026
Q1
$488K Buy
24,704
+5,497
+29% +$115K 0.03% 362
2025
Q4
$371K Buy
19,207
+196
+1% +$3.4K 0.03% 379
2025
Q3
$318K Buy
19,011
+8,250
+77% +$132K 0.02% 380
2025
Q2
$163K Sell
10,761
-3,829
-26% -$55.1K 0.01% 468
2025
Q1
$226K Buy
+14,590
New +$222K 0.02% 392

Other funds holding SMFG

Kathmere Capital Management's SMFG Position: Q2 2026 in Review

Kathmere Capital Management increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 39% in Q2 2026, buying an estimated $213K and bringing the position to 34,301 shares worth $809K. The position accounts for 0.04% of the portfolio, ranked #288.

Kathmere Capital Management first reported a position in SMFG in Q1 2025 and has held it in 6 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Kathmere Capital Management held 34,301 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $809K as of Q2 2026.
  • Kathmere Capital Management bought 9,597 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $213K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.04% of Kathmere Capital Management's portfolio in Q2 2026, its #288 holding.
  • Kathmere Capital Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2025 and has held it in 6 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 Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.