Matthew Hamilton Rosenberg’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Matthew Hamilton Rosenberg’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	$99.2K	Hold	3,827	–	–	0.02%	353
2026 Q2	$90.2K	Hold	3,827	–	–	0.02%	358
2026 Q1	$75.6K	Hold	3,827	–	–	0.02%	369
2025 Q4	$74K	Hold	3,827	–	–	0.02%	369
2025 Q3	$64.1K	Hold	3,827	–	–	0.01%	389
2025 Q2	$57.8K	Hold	3,827	–	–	0.01%	417
2025 Q1	$59.2K	Hold	3,827	–	–	0.01%	397
2024 Q4	$55.5K	Sell	3,827 -1,319	-26%	-$18.1K	0.01%	406
2024 Q3	$65K	Hold	5,146	–	–	0.02%	385
2024 Q2	$69.2K	Hold	5,146	–	–	0.02%	369
2024 Q1	$58.8K	Hold	5,146	–	–	0.02%	403
2023 Q4	$49.8K	Sell	5,146 -1,384	-21%	-$13.4K	0.02%	435
2023 Q3	$64.3K	Hold	6,530	–	–	0.02%	374
2023 Q2	$56.2K	Hold	6,530	–	–	0.02%	409
2023 Q1	$52.2K	Sell	6,530 -1,171	-15%	-$9.9K	0.02%	457
2022 Q4	$61.8K	Hold	7,701	–	–	0.02%	410
2022 Q3	$42K	Hold	7,701	–	–	0.02%	481
2022 Q2	$46K	Sell	7,701 -2,655	-26%	-$16K	0.02%	479
2022 Q1	$65K	Hold	10,356	–	–	0.02%	397
2021 Q4	$70K	Buy	10,356 +6,642	+179%	+$45K	0.02%	366
2021 Q3	$26K	Hold	3,714	–	–	0.01%	479
2021 Q2	$26K	Hold	3,714	–	–	0.01%	449
2021 Q1	$27K	Hold	3,714	–	–	0.02%	410
2020 Q4	$23K	Hold	3,714	–	–	0.01%	413
2020 Q3	$21K	Hold	3,714	–	–	0.02%	394
2020 Q2	$21K	Buy	+3,714	New	+$20.1K	0.02%	419

Other funds holding SMFG

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

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

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

SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Matthew Hamilton Rosenberg's SMFG Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) position steady in Q3 2026 at 3,827 shares worth $99.2K. The position accounts for 0.02% of the portfolio, ranked #353.

Matthew Hamilton Rosenberg first reported a position in SMFG in Q2 2020 and has held it in 26 quarters since. 147 funds tracked by Wall St. Rank hold SMFG as of Q3 2026.

Matthew Hamilton Rosenberg held 3,827 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $99.2K as of Q3 2026.
Matthew Hamilton Rosenberg left its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) share count unchanged in Q3 2026.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.02% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #353 holding.
Matthew Hamilton Rosenberg first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2020 and has held it in 26 quarters since.
147 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 Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.