Legacy Wealth Asset Management’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Legacy Wealth Asset Management’s Portfolio SMFG Stock Details SMFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.2M	Buy	46,286 +5,139	+12%	+$133K	0.26%	111
2026 Q2	$970K	Sell	41,147 -40	-0.1%	-$888	0.21%	130
2026 Q1	$813K	Buy	41,187 +315	+0.8%	+$6.62K	0.2%	157
2025 Q4	$790K	Buy	+40,872	New	+$708K	0.19%	157
2024 Q2	–	Sell	-206,342	Closed	-$2.43M	–	354
2024 Q1	$2.43M	Sell	206,342 -748	-0.4%	-$8.02K	0.68%	25
2023 Q4	$2M	Buy	207,090 +16,407	+9%	+$159K	0.66%	31
2023 Q3	$1.88M	Buy	190,683 +24,036	+14%	+$222K	0.69%	27
2023 Q2	$1.43M	Buy	166,647 +918	+0.6%	+$7.58K	0.5%	53
2023 Q1	$1.33M	Sell	165,729 -16,178	-9%	-$137K	0.48%	52
2022 Q4	$1.46M	Sell	181,907 -88,577	-33%	-$564K	0.56%	39
2022 Q3	$1.49M	Buy	+270,484	New	+$1.63M	0.65%	28

Other funds holding SMFG

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

AWM

Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Legacy Wealth Asset Management's SMFG Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 12% in Q3 2026, buying an estimated $133K and bringing the position to 46,286 shares worth $1.2M. The position accounts for 0.26% of the portfolio, ranked #111.

Legacy Wealth Asset Management first reported a position in SMFG in Q3 2022 and has held it in 11 quarters since. The position peaked at $2.43M in Q1 2024. 21 funds tracked by Wall St. Rank hold SMFG as of Q3 2026.

Legacy Wealth Asset Management held 46,286 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $1.2M as of Q3 2026.
Legacy Wealth Asset Management bought 5,139 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2026, an estimated $133K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.26% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #111 holding.
Legacy Wealth Asset Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2022 and has held it in 11 quarters since.
Legacy Wealth Asset Management's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $2.43M in Q1 2024.
21 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 Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.