Physician Wealth Advisors’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
$10.2K Buy
433
+96
+28% +$2.13K ﹤0.01% 870
2026
Q1
$6.66K Buy
337
+2
+0.6% +$42 ﹤0.01% 919
2025
Q4
$6.48K Buy
335
+75
+29% +$1.3K ﹤0.01% 892
2025
Q3
$4.35K Hold
260
– – ﹤0.01% 957
2025
Q2
$3.93K Buy
260
+125
+93% +$1.8K ﹤0.01% 860
2025
Q1
$2.09K Hold
135
– – ﹤0.01% 857
2024
Q4
$1.96K Buy
+135
New +$1.85K ﹤0.01% 852
2020
Q1
– Sell
-10,722
Closed -$79K – 121
2019
Q4
$79K Buy
+10,722
New +$77.1K 0.04% 118

Other funds holding SMFG

Physician Wealth Advisors's SMFG Position: Q2 2026 in Review

Physician Wealth Advisors increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 28% in Q2 2026, buying an estimated $2.13K and bringing the position to 433 shares worth $10.2K. The position accounts for ﹤0.01% of the portfolio, ranked #870.

Physician Wealth Advisors first reported a position in SMFG in Q4 2019 and has held it in 8 quarters since. The position peaked at $79K in Q4 2019. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Physician Wealth Advisors held 433 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $10.2K as of Q2 2026.
  • Physician Wealth Advisors bought 96 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $2.13K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #870 holding.
  • Physician Wealth Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2019 and has held it in 8 quarters since.
  • Physician Wealth Advisors's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $79K in Q4 2019.
  • 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 Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.