Oppenheimer Asset Management’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
$1.65M Buy
70,106
+1,278
+2% +$28.4K 0.02% 632
2026
Q1
$1.36M Buy
68,828
+4,236
+7% +$89K 0.02% 655
2025
Q4
$1.25M Buy
64,592
+19,425
+43% +$337K 0.02% 625
2025
Q3
$756K Buy
45,167
+27,481
+155% +$440K 0.01% 818
2025
Q2
$267K Buy
+17,686
New +$254K ﹤0.01% 1012
2024
Q1
– Sell
-64,804
Closed -$627K – 1160
2023
Q4
$627K Sell
64,804
-13,557
-17% -$131K 0.01% 815
2023
Q3
$772K Sell
78,361
-65,306
-45% -$604K 0.01% 747
2023
Q2
$1.24M Sell
143,667
-4,048
-3% -$33.4K 0.02% 643
2023
Q1
$1.18M Sell
147,715
-6,680
-4% -$56.5K 0.02% 640
2022
Q4
$1.24M Sell
154,395
-5,355
-3% -$34.1K 0.02% 623
2022
Q3
$879K Sell
159,750
-2,125
-1% -$12.8K 0.02% 691
2022
Q2
$955K Sell
161,875
-6,728
-4% -$40.6K 0.02% 685
2022
Q1
$1.06M Sell
168,603
-19,379
-10% -$138K 0.02% 726
2021
Q4
$1.28M Sell
187,982
-28,408
-13% -$192K 0.02% 702
2021
Q3
$1.52M Sell
216,390
-6,226
-3% -$43.3K 0.02% 617
2021
Q2
$1.53M Buy
222,616
+7,781
+4% +$55.8K 0.02% 618
2021
Q1
$1.56M Sell
214,835
-12,795
-6% -$89.1K 0.02% 589
2020
Q4
$1.4M Buy
227,630
+46,473
+26% +$273K 0.02% 582
2020
Q3
$1.01M Sell
181,157
-6,352
-3% -$36.4K 0.02% 612
2020
Q2
$1.05M Sell
187,509
-5,660
-3% -$30.6K 0.02% 583
2020
Q1
$925K Buy
193,169
+37,607
+24% +$242K 0.02% 573
2019
Q4
$1.15M Sell
155,562
-3,671
-2% -$26.4K 0.02% 590
2019
Q3
$1.09M Sell
159,233
-13,902
-8% -$95K 0.02% 583
2019
Q2
$1.22M Sell
173,135
-2,569
-1% -$18.2K 0.03% 556
2019
Q1
$1.24M Buy
175,704
+20,292
+13% +$145K 0.03% 548
2018
Q4
$1.01M Sell
155,412
-5,535
-3% -$41.3K 0.03% 562
2018
Q3
$1.29M Sell
160,947
-4,749
-3% -$37.5K 0.03% 540
2018
Q2
$1.29M Buy
165,696
+16,212
+11% +$135K 0.03% 528
2018
Q1
$1.27M Sell
149,484
-36,746
-20% -$328K 0.03% 528
2017
Q4
$1.44M Hold
186,230
– – 0.04% 477
2017
Q3
$1.44M Buy
186,230
+63,507
+52% +$484K 0.04% 479
2017
Q2
$965K Buy
122,723
+27,509
+29% +$204K 0.03% 597
2017
Q1
$690K Buy
+95,214
New +$739K 0.02% 699

Other funds holding SMFG

Oppenheimer Asset Management's SMFG Position: Q2 2026 in Review

Oppenheimer Asset Management increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 1.9% in Q2 2026, buying an estimated $28.4K and bringing the position to 70,106 shares worth $1.65M. The position accounts for 0.02% of the portfolio, ranked #632.

Oppenheimer Asset Management first reported a position in SMFG in Q1 2017 and has held it in 33 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Oppenheimer Asset Management held 70,106 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $1.65M as of Q2 2026.
  • Oppenheimer Asset Management bought 1,278 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $28.4K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.02% of Oppenheimer Asset Management's portfolio in Q2 2026, its #632 holding.
  • Oppenheimer Asset Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2017 and has held it in 33 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 Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.