Pinnacle Wealth Planning Services
SMFG icon

Pinnacle Wealth Planning Services’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio SMFG Stock Details SMFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$764K Sell
29,496
-3,369
-10% -$87.1K 0.07% 156
2026
Q2 		$775K Sell
32,865
-439
-1% -$9.7K 0.07% 149
2026
Q1 		$658K Sell
33,304
-3,932
-11% -$82.6K 0.07% 168
2025
Q4 		$720K Buy
37,236
+1,756
+5% +$30.4K 0.08% 139
2025
Q3 		$594K Sell
35,480
-98
-0.3% -$1.57K 0.07% 177
2025
Q2 		$538K Buy
35,578
+3,335
+10% +$48K 0.07% 184
2025
Q1 		$498K Buy
32,243
+809
+3% +$12.3K 0.07% 165
2024
Q4 		$455K Sell
31,434
-8,263
-21% -$114K 0.07% 167
2024
Q3 		$501K Buy
39,697
+292
+0.7% +$3.86K 0.07% 194
2024
Q2 		$528K Sell
39,405
-19
-0% -$230 0.08% 166
2024
Q1 		$464K Buy
39,424
+1,817
+5% +$19.5K 0.07% 199
2023
Q4 		$364K Sell
37,607
-1,803
-5% -$17.5K 0.06% 224
2023
Q3 		$388K Sell
39,410
-6,994
-15% -$64.7K 0.06% 202
2023
Q2 		$399K Sell
46,404
-2,184
-4% -$18K 0.06% 207
2023
Q1 		$389K Sell
48,588
-1,699
-3% -$14.4K 0.06% 219
2022
Q4 		$403K Sell
50,287
-8,604
-15% -$54.8K 0.07% 200
2022
Q3 		$324K Buy
58,891
+25,341
+76% +$153K 0.06% 215
2022
Q2 		$198K Sell
33,550
-30,370
-48% -$183K 0.04% 353
2022
Q1 		$401K Buy
63,920
+22,757
+55% +$162K 0.07% 203
2021
Q4 		$279K Sell
41,163
-562
-1% -$3.81K 0.05% 271
2021
Q3 		$292K Buy
41,725
+246
+0.6% +$1.71K 0.06% 246
2021
Q2 		$286K Buy
41,479
+252
+0.6% +$1.81K 0.07% 241
2021
Q1 		$299K Buy
41,227
+1,436
+4% +$10K 0.08% 221
2020
Q4 		$245K Buy
39,791
+8,363
+27% +$49.1K 0.06% 238
2020
Q3 		$176K Buy
31,428
+942
+3% +$5.4K 0.06% 245
2020
Q2 		$171K Sell
30,486
-8,504
-22% -$45.9K 0.06% 236
2020
Q1 		$186K Buy
38,990
+16,489
+73% +$106K 0.09% 197
2019
Q4 		$166K Buy
22,501
+2,085
+10% +$15K 0.08% 228
2019
Q3 		$139K Buy
20,416
+2,647
+15% +$18.1K 0.08% 195
2019
Q2 		$125K Sell
17,769
-851
-5% -$6.02K 0.08% 168
2019
Q1 		$131K Buy
18,620
+2,076
+13% +$14.8K 0.09% 157
2018
Q4 		$108K Sell
16,544
-22,343
-57% -$167K 0.07% 139
2018
Q3 		$313K Buy
38,887
+327
+0.8% +$2.58K 0.29% 117
2018
Q2 		$300K Buy
38,560
+1,529
+4% +$12.7K 0.29% 114
2018
Q1 		$314K Buy
37,031
+28,411
+330% +$254K 0.32% 109
2017
Q4 		$74K Buy
+8,620
New +$69.9K 0.15% 110

Other funds holding SMFG

Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Augustine Asset Management
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Pinnacle Wealth Planning Services's SMFG Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 10% in Q3 2026, selling an estimated $87.1K and leaving 29,496 shares worth $764K. The position accounts for 0.07% of the portfolio, ranked #156.

Pinnacle Wealth Planning Services first reported a position in SMFG in Q4 2017 and has held it in 36 quarters since. The position peaked at $775K in Q2 2026. 147 funds tracked by Wall St. Rank hold SMFG as of Q3 2026.

  • Pinnacle Wealth Planning Services held 29,496 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $764K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 3,369 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2026, an estimated $87.1K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.07% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #156 holding.
  • Pinnacle Wealth Planning Services first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2017 and has held it in 36 quarters since.
  • Pinnacle Wealth Planning Services's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $775K in Q2 2026.
  • 147 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 Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.