O'Shaughnessy 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 | $18.7M | Buy |
791,559
+50,925
| +7% | +$1.13M | 0.09% | 237 |
|
|
2026
Q1 | $14.6M | Buy |
740,634
+48,191
| +7% | +$1.01M | 0.07% | 296 |
|
|
2025
Q4 | $13.4M | Buy |
692,443
+62,107
| +10% | +$1.08M | 0.07% | 287 |
|
|
2025
Q3 | $10.6M | Buy |
630,336
+29,981
| +5% | +$480K | 0.06% | 321 |
|
|
2025
Q2 | $9.07M | Sell |
600,355
-31,340
| -5% | -$451K | 0.06% | 323 |
|
|
2025
Q1 | $9.77M | Buy |
631,695
+37,337
| +6% | +$568K | 0.08% | 279 |
|
|
2024
Q4 | $8.61M | Sell |
594,358
-12,790
| -2% | -$176K | 0.07% | 285 |
|
|
2024
Q3 | $7.98M | Buy |
607,148
+22,828
| +4% | +$301K | 0.07% | 296 |
|
|
2024
Q2 | $7.84M | Buy |
584,320
+60,568
| +12% | +$734K | 0.08% | 271 |
|
|
2024
Q1 | $6.16M | Buy |
523,752
+86,898
| +20% | +$932K | 0.07% | 311 |
|
|
2023
Q4 | $4.23M | Buy |
436,854
+43,761
| +11% | +$424K | 0.06% | 344 |
|
|
2023
Q3 | $3.87M | Buy |
393,093
+132,361
| +51% | +$1.22M | 0.06% | 335 |
|
|
2023
Q2 | $2.24M | Buy |
260,732
+28,869
| +12% | +$239K | 0.03% | 434 |
|
|
2023
Q1 | $1.85M | Buy |
231,863
+38,804
| +20% | +$328K | 0.03% | 474 |
|
|
2022
Q4 | $1.55M | Sell |
193,059
-218,525
| -53% | -$1.39M | 0.03% | 478 |
|
|
2022
Q3 | $2.26M | Buy |
411,584
+38,050
| +10% | +$229K | 0.04% | 374 |
|
|
2022
Q2 | $2.2M | Sell |
373,534
-393,929
| -51% | -$2.38M | 0.04% | 362 |
|
|
2022
Q1 | $4.81M | Sell |
767,463
-106,529
| -12% | -$759K | 0.08% | 257 |
|
|
2021
Q4 | $5.93M | Sell |
873,992
-61,896
| -7% | -$419K | 0.11% | 210 |
|
|
2021
Q3 | $6.56M | Buy |
935,888
+448,744
| +92% | +$3.12M | 0.13% | 159 |
|
|
2021
Q2 | $3.36M | Buy |
487,144
+146,348
| +43% | +$1.05M | 0.07% | 229 |
|
|
2021
Q1 | $2.47M | Buy |
340,796
+75,958
| +29% | +$529K | 0.05% | 238 |
|
|
2020
Q4 | $1.63M | Buy |
264,838
+6,906
| +3% | +$40.5K | 0.04% | 248 |
|
|
2020
Q3 | $1.44M | Buy |
257,932
+50,896
| +25% | +$292K | 0.04% | 230 |
|
|
2020
Q2 | $1.16M | Buy |
207,036
+135,409
| +189% | +$731K | 0.04% | 236 |
|
|
2020
Q1 | $343K | Buy |
71,627
+17,718
| +33% | +$114K | 0.01% | 353 |
|
|
2019
Q4 | $399K | Buy |
53,909
+30,507
| +130% | +$219K | 0.01% | 445 |
|
|
2019
Q3 | $160K | Sell |
23,402
-3,678
| -14% | -$25.1K | ﹤0.01% | 565 |
|
|
2019
Q2 | $191K | Buy |
27,080
+1,553
| +6% | +$11K | ﹤0.01% | 547 |
|
|
2019
Q1 | $179K | Buy |
25,527
+1,906
| +8% | +$13.6K | ﹤0.01% | 556 |
|
|
2018
Q4 | $154K | Sell |
23,621
-8,295
| -26% | -$61.9K | ﹤0.01% | 546 |
|
|
2018
Q3 | $256K | Buy |
31,916
+1,335
| +4% | +$10.6K | 0.01% | 501 |
|
|
2018
Q2 | $238K | Buy |
30,581
+3,080
| +11% | +$25.6K | 0.01% | 503 |
|
|
2018
Q1 | $234K | Buy |
27,501
+20,302
| +282% | +$181K | 0.01% | 483 |
|
|
2017
Q4 | $63K | Buy |
7,199
+5,881
| +446% | +$47.7K | ﹤0.01% | 711 |
|
|
2017
Q3 | $10K | Buy |
1,318
+251
| +24% | +$1.91K | ﹤0.01% | 772 |
|
|
2017
Q2 | $8K | Sell |
1,067
-255
| -19% | -$1.9K | ﹤0.01% | 771 |
|
|
2017
Q1 | $10K | Buy |
+1,322
| New | +$10.3K | ﹤0.01% | 756 |
|
|
2014
Q2 | – | Sell |
-34,596
| Closed | -$299K | – | 1042 |
|
|
2014
Q1 | $299K | Buy |
34,596
+835
| +2% | +$7.81K | 0.01% | 474 |
|
|
2013
Q4 | $354K | Sell |
33,761
-483
| -1% | -$4.8K | 0.01% | 465 |
|
|
2013
Q3 | $333K | Sell |
34,244
-2,081
| -6% | -$19.8K | 0.01% | 467 |
|
|
2013
Q2 | $335K | Buy |
+36,325
| New | +$324K | 0.01% | 450 |
|
Other funds holding SMFG
CCMG
O'Shaughnessy Asset Management's SMFG Position: Q2 2026 in Review
O'Shaughnessy Asset Management increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 6.9% in Q2 2026, buying an estimated $1.13M and bringing the position to 791,559 shares worth $18.7M. The position accounts for 0.09% of the portfolio, ranked #237.
O'Shaughnessy Asset Management first reported a position in SMFG in Q2 2013 and has held it in 42 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.
- O'Shaughnessy Asset Management held 791,559 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $18.7M as of Q2 2026.
- O'Shaughnessy Asset Management bought 50,925 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $1.13M.
- Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.09% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #237 holding.
- O'Shaughnessy Asset Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2013 and has held it in 42 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 O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.