Rehmann Capital Advisory Group’s Sumitomo Mitsui Financial SMFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $225K | Buy |
+9,546
| New | +$212K | 0.01% | 644 |
|
|
2025
Q2 | – | Sell |
-11,204
| Closed | -$173K | – | 643 |
|
|
2025
Q1 | $173K | Sell |
11,204
-1,644
| -13% | -$25K | 0.01% | 585 |
|
|
2024
Q4 | $186K | Sell |
12,848
-376
| -3% | -$5.17K | 0.01% | 583 |
|
|
2024
Q3 | $167K | Sell |
13,224
-327
| -2% | -$4.32K | 0.01% | 578 |
|
|
2024
Q2 | $182K | Sell |
13,551
-35
| -0.3% | -$424 | 0.01% | 558 |
|
|
2024
Q1 | $160K | Sell |
13,586
-1,774
| -12% | -$19K | 0.01% | 557 |
|
|
2023
Q4 | $149K | Sell |
15,360
-8,282
| -35% | -$80.3K | 0.01% | 537 |
|
|
2023
Q3 | $233K | Buy |
23,642
+592
| +3% | +$5.48K | 0.02% | 459 |
|
|
2023
Q2 | $198K | Buy |
23,050
+5,620
| +32% | +$46.4K | 0.02% | 521 |
|
|
2023
Q1 | $139K | Sell |
17,430
-595
| -3% | -$5.04K | 0.01% | 523 |
|
|
2022
Q4 | $145K | Sell |
18,025
-138
| -0.8% | -$879 | 0.01% | 527 |
|
|
2022
Q3 | $99.9K | Sell |
18,163
-3,271
| -15% | -$19.7K | 0.01% | 502 |
|
|
2022
Q2 | $126K | Buy |
21,434
+1,175
| +6% | +$7.1K | 0.01% | 482 |
|
|
2022
Q1 | $127K | Sell |
20,259
-3,943
| -16% | -$28.1K | 0.01% | 516 |
|
|
2021
Q4 | $164K | Buy |
24,202
+5,262
| +28% | +$35.6K | 0.02% | 533 |
|
|
2021
Q3 | $133K | Buy |
18,940
+1,101
| +6% | +$7.66K | 0.01% | 536 |
|
|
2021
Q2 | $123K | Sell |
17,839
-500
| -3% | -$3.58K | 0.01% | 536 |
|
|
2021
Q1 | $133K | Sell |
18,339
-809
| -4% | -$5.63K | 0.01% | 507 |
|
|
2020
Q4 | $118K | Buy |
19,148
+1,494
| +8% | +$8.77K | 0.01% | 477 |
|
|
2020
Q3 | $98.7K | Sell |
17,654
-2,395
| -12% | -$13.7K | 0.01% | 419 |
|
|
2020
Q2 | $113K | Buy |
+20,049
| New | +$108K | 0.02% | 410 |
|
|
2019
Q3 | $308K | Sell |
45,082
-1,137
| -2% | -$7.77K | 0.04% | 254 |
|
|
2019
Q2 | $326K | Buy |
46,219
+173
| +0.4% | +$1.23K | 0.04% | 333 |
|
|
2019
Q1 | $324K | Buy |
46,046
+31,630
| +219% | +$226K | 0.04% | 308 |
|
|
2018
Q4 | $93.8K | Sell |
14,416
-17,363
| -55% | -$130K | 0.01% | 418 |
|
|
2018
Q3 | $255K | Buy |
31,779
+4,578
| +17% | +$36.2K | 0.04% | 341 |
|
|
2018
Q2 | $211K | Sell |
27,201
-2,134
| -7% | -$17.7K | 0.03% | 359 |
|
|
2018
Q1 | $249K | Sell |
29,335
-314
| -1% | -$2.81K | 0.04% | 320 |
|
|
2017
Q4 | $258K | Buy |
+29,649
| New | +$240K | 0.04% | 318 |
|
|
2014
Q1 | – | Sell |
-30,266
| Closed | -$317K | – | 345 |
|
|
2013
Q4 | $317K | Sell |
30,266
-391
| -1% | -$3.89K | 0.1% | 196 |
|
|
2013
Q3 | $298K | Sell |
30,657
-1,482
| -5% | -$14.1K | 0.1% | 194 |
|
|
2013
Q2 | $296K | Buy |
+32,139
| New | +$287K | 0.1% | 172 |
|
Other funds holding SMFG
CCMG
Rehmann Capital Advisory Group's SMFG Position: Q2 2026 in Review
Rehmann Capital Advisory Group opened a new position in Sumitomo Mitsui Financial (SMFG) in Q2 2026: 9,546 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #644 among its holdings. This is a return to the name: Rehmann Capital Advisory Group previously reported a position in SMFG as recently as Q1 2025.
Rehmann Capital Advisory Group first reported a position in SMFG in Q2 2013 and has held it in 32 quarters since. The position peaked at $326K in Q2 2019. 461 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.
- Rehmann Capital Advisory Group held 9,546 shares of Sumitomo Mitsui Financial worth $225K as of Q2 2026.
- Sumitomo Mitsui Financial was a new Rehmann Capital Advisory Group position in Q2 2026.
- Sumitomo Mitsui Financial made up 0.01% of Rehmann Capital Advisory Group's portfolio in Q2 2026, its #644 holding.
- Rehmann Capital Advisory Group first reported a position in Sumitomo Mitsui Financial in Q2 2013 and has held it in 32 quarters since.
- Rehmann Capital Advisory Group's Sumitomo Mitsui Financial position peaked at $326K in Q2 2019.
- 461 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.
Based on Rehmann Capital Advisory Group's 13F filing for Q2 2026, filed 20 Aug 2026.