Net Worth Advisory 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
Other funds holding SMFG
Net Worth Advisory Group's SMFG Position: Q3 2026 in Review
Net Worth Advisory Group reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 27% in Q3 2026, selling an estimated $158K and leaving 16,112 shares worth $407K. The position accounts for 0.1% of the portfolio, ranked #204.
Net Worth Advisory Group first reported a position in SMFG in Q3 2024 and has held it in 9 quarters since. The position peaked at $524K in Q2 2026. 157 funds tracked by Wall St. Rank hold SMFG as of Q3 2026.
- Net Worth Advisory Group held 16,112 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $407K as of Q3 2026.
- Net Worth Advisory Group sold 6,101 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2026, an estimated $158K.
- Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.1% of Net Worth Advisory Group's portfolio in Q3 2026, its #204 holding.
- Net Worth Advisory Group first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2024 and has held it in 9 quarters since.
- Net Worth Advisory Group's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $524K in Q2 2026.
- 157 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 Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.