Personal CFO Solutions’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
$479K Buy
20,073
+296
+1% +$6.57K 0.07% 262
2026
Q1
$391K Buy
19,777
+1,223
+7% +$25.7K 0.05% 303
2025
Q4
$359K Buy
18,554
+1,236
+7% +$21.4K 0.06% 310
2025
Q3
$290K Buy
17,318
+1,104
+7% +$17.7K 0.05% 358
2025
Q2
$245K Buy
16,214
+1,724
+12% +$24.8K 0.05% 395
2025
Q1
$224K Sell
14,490
-268
-2% -$4.08K 0.05% 398
2024
Q4
$214K Sell
14,758
-135
-0.9% -$1.85K 0.04% 429
2024
Q3
$188K Buy
14,893
+825
+6% +$10.9K 0.03% 547
2024
Q2
$189K Buy
14,068
+441
+3% +$5.34K 0.03% 514
2024
Q1
$160K Sell
13,627
-2,042
-13% -$21.9K 0.03% 532
2023
Q4
$152K Buy
+15,669
New +$152K 0.03% 499

Other funds holding SMFG

Personal CFO Solutions's SMFG Position: Q2 2026 in Review

Personal CFO Solutions increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 1.5% in Q2 2026, buying an estimated $6.57K and bringing the position to 20,073 shares worth $479K. The position accounts for 0.07% of the portfolio, ranked #262.

Personal CFO Solutions first reported a position in SMFG in Q4 2023 and has held it in 11 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Personal CFO Solutions held 20,073 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $479K as of Q2 2026.
  • Personal CFO Solutions bought 296 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $6.57K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.07% of Personal CFO Solutions's portfolio in Q2 2026, its #262 holding.
  • Personal CFO Solutions first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2023 and has held it in 11 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 Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.