Perigon Wealth 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
Other funds holding SMFG
Perigon Wealth Management's SMFG Position: Q3 2026 in Review
Perigon Wealth Management reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 2% in Q3 2026, selling an estimated $5.87K and leaving 10,991 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.
Perigon Wealth Management first reported a position in SMFG in Q3 2016 and has held it in 5 quarters since. 166 funds tracked by Wall St. Rank hold SMFG as of Q3 2026.
- Perigon Wealth Management held 10,991 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $285K as of Q3 2026.
- Perigon Wealth Management sold 227 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2026, an estimated $5.87K.
- Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #1178 holding.
- Perigon Wealth Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2016 and has held it in 5 quarters since.
- 166 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 Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.