NewEdge Wealth’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
$942K Buy
39,951
+9,929
+33% +$220K 0.01% 672
2026
Q1
$593K Sell
30,022
-6,131
-17% -$129K 0.01% 764
2025
Q4
$699K Buy
36,153
+20,989
+138% +$364K 0.01% 730
2025
Q3
$245K Buy
15,164
+2,789
+23% +$44.7K ﹤0.01% 932
2025
Q2
$193K Buy
+12,375
New +$178K ﹤0.01% 934

Other funds holding SMFG

NewEdge Wealth's SMFG Position: Q2 2026 in Review

NewEdge Wealth increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 33% in Q2 2026, buying an estimated $220K and bringing the position to 39,951 shares worth $942K. The position accounts for 0.01% of the portfolio, ranked #672.

NewEdge Wealth first reported a position in SMFG in Q2 2025 and has held it in 5 quarters since. 463 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • NewEdge Wealth held 39,951 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $942K as of Q2 2026.
  • NewEdge Wealth bought 9,929 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $220K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #672 holding.
  • NewEdge Wealth first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2025 and has held it in 5 quarters since.
  • 463 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 NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.