Pin Oak Investment 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
$1K Sell
59
-1,647
-97% -$36.6K ﹤0.01% 543
2026
Q1
$34K Hold
1,706
– – 0.02% 246
2025
Q4
$39K Hold
1,706
– – 0.03% 238
2025
Q3
$28.6K Buy
+1,706
New +$27.3K 0.02% 268

Other funds holding SMFG

Pin Oak Investment Advisors's SMFG Position: Q2 2026 in Review

Pin Oak Investment Advisors reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 97% in Q2 2026, selling an estimated $36.6K and leaving 59 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Pin Oak Investment Advisors first reported a position in SMFG in Q3 2025 and has held it in 4 quarters since. The position peaked at $39K in Q4 2025. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Pin Oak Investment Advisors held 59 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $1K as of Q2 2026.
  • Pin Oak Investment Advisors sold 1,647 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $36.6K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #543 holding.
  • Pin Oak Investment Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2025 and has held it in 4 quarters since.
  • Pin Oak Investment Advisors's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $39K in Q4 2025.
  • 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 Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.