Merit Financial Group’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
$855K Buy
36,244
+7,161
+25% +$159K 0.01% 1166
2026
Q1
$574K Buy
29,083
+2,418
+9% +$50.8K ﹤0.01% 1299
2025
Q4
$515K Buy
26,665
+1,416
+6% +$24.5K ﹤0.01% 1296
2025
Q3
$423K Buy
25,249
+2,311
+10% +$37K ﹤0.01% 1282
2025
Q2
$347K Buy
22,938
+9,243
+67% +$133K ﹤0.01% 1266
2025
Q1
$212K Buy
+13,695
New +$208K ﹤0.01% 1272

Other funds holding SMFG

Merit Financial Group's SMFG Position: Q2 2026 in Review

Merit Financial Group increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 25% in Q2 2026, buying an estimated $159K and bringing the position to 36,244 shares worth $855K. The position accounts for 0.01% of the portfolio, ranked #1166.

Merit Financial Group 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.

  • Merit Financial Group held 36,244 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $855K as of Q2 2026.
  • Merit Financial Group bought 7,161 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $159K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1166 holding.
  • Merit Financial Group 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 Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.