Kestra Advisory Services’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
Q3
$666K Buy
25,696
+7,721
+43% +$200K ﹤0.01% 2257
2026
Q2
$424K Sell
17,975
-7,062
-28% -$157K ﹤0.01% 2464
2026
Q1
$494K Buy
25,037
+15,360
+159% +$323K ﹤0.01% 2235
2025
Q4
$187K Sell
9,677
-6,196
-39% -$107K ﹤0.01% 2948
2025
Q3
$266K Sell
15,873
-25,333
-61% -$406K ﹤0.01% 2546
2025
Q2
$623K Buy
41,206
+26,851
+187% +$386K ﹤0.01% 1822
2025
Q1
$222K Sell
14,355
-17,744
-55% -$270K ﹤0.01% 2403
2024
Q4
$465K Buy
32,099
+15,655
+95% +$215K ﹤0.01% 1924
2024
Q3
$208K Sell
16,444
-48,391
-75% -$639K ﹤0.01% 2346
2024
Q2
$869K Sell
64,835
-636
-1% -$7.7K ﹤0.01% 1410
2024
Q1
$771K Buy
65,471
+47,536
+265% +$510K 0.01% 1404
2023
Q4
$174K Sell
17,935
-1,605
-8% -$15.6K ﹤0.01% 2136
2023
Q3
$192K Buy
19,540
+512
+3% +$4.74K ﹤0.01% 1928
2023
Q2
$164K Sell
19,028
-1,347
-7% -$11.1K ﹤0.01% 1938
2023
Q1
$163K Sell
20,375
-19,292
-49% -$163K ﹤0.01% 1890
2022
Q4
$318K Sell
39,667
-752
-2% -$4.79K ﹤0.01% 1701
2022
Q3
$222K Buy
40,419
+6,298
+18% +$38K ﹤0.01% 1807
2022
Q2
$201K Buy
34,121
+7,934
+30% +$47.9K ﹤0.01% 1894
2022
Q1
$164K Sell
26,187
-11,663
-31% -$83.1K ﹤0.01% 1885
2021
Q4
$257K Sell
37,850
-14,528
-28% -$98.4K ﹤0.01% 1707
2021
Q3
$367K Buy
52,378
+4,580
+10% +$31.9K ﹤0.01% 1550
2021
Q2
$329K Buy
47,798
+186
+0.4% +$1.33K ﹤0.01% 1517
2021
Q1
$345K Buy
47,612
+26,256
+123% +$183K ﹤0.01% 1376
2020
Q4
$132K Buy
+21,356
New +$125K ﹤0.01% 1764

Other funds holding SMFG

Kestra Advisory Services's SMFG Position: Q3 2026 in Review

Kestra Advisory Services increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 43% in Q3 2026, buying an estimated $200K and bringing the position to 25,696 shares worth $666K. The position accounts for ﹤0.01% of the portfolio, ranked #2257.

Kestra Advisory Services first reported a position in SMFG in Q4 2020 and has held it in 24 quarters since. The position peaked at $869K in Q2 2024. 248 funds tracked by Wall St. Rank hold SMFG as of Q3 2026.

  • Kestra Advisory Services held 25,696 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $666K as of Q3 2026.
  • Kestra Advisory Services bought 7,721 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2026, an estimated $200K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2257 holding.
  • Kestra Advisory Services first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $869K in Q2 2024.
  • 248 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 Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.