Root Financial Partners’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History
Bought
Maintained
Sold
Other funds holding SMFG
Root Financial Partners's SMFG Position: Q3 2026 in Review
Root Financial Partners opened a new position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q3 2026: 1,721 shares worth $44.6K. The stake represents ﹤0.01% of the portfolio and ranks #1144 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SMFG as recently as Q1 2026.
Root Financial Partners first reported a position in SMFG in Q3 2025 and has held it in 4 quarters since. 409 funds tracked by Wall St. Rank hold SMFG as of Q3 2026.
- Root Financial Partners held 1,721 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $44.6K as of Q3 2026.
- Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) was a new Root Financial Partners position in Q3 2026.
- Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1144 holding.
- Root Financial Partners 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.
- 409 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 Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.