Shelton Capital Management’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
$640K Buy
27,125
+968
+4% +$21.5K 0.01% 317
2026
Q1
$517K Sell
26,157
-1,896
-7% -$39.8K 0.01% 348
2025
Q4
$542K Buy
28,053
+59
+0.2% +$1.02K 0.01% 330
2025
Q3
$469K Hold
27,994
– – 0.01% 372
2025
Q2
$423K Sell
27,994
-179
-0.6% -$2.57K 0.01% 384
2025
Q1
$436K Sell
28,173
-887
-3% -$13.5K 0.01% 360
2024
Q4
$421K Buy
29,060
+453
+2% +$6.22K 0.01% 389
2024
Q3
$361K Buy
+28,607
New +$378K 0.01% 424

Other funds holding SMFG

Shelton Capital Management's SMFG Position: Q2 2026 in Review

Shelton Capital Management increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 3.7% in Q2 2026, buying an estimated $21.5K and bringing the position to 27,125 shares worth $640K. The position accounts for 0.01% of the portfolio, ranked #317.

Shelton Capital Management first reported a position in SMFG in Q3 2024 and has held it in 8 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Shelton Capital Management held 27,125 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $640K as of Q2 2026.
  • Shelton Capital Management bought 968 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $21.5K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.01% of Shelton Capital Management's portfolio in Q2 2026, its #317 holding.
  • Shelton Capital Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2024 and has held it in 8 quarters since.
  • 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 Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.