SHP Wealth 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
Other funds holding SMFG
CCMG
SHP Wealth Management's SMFG Position: Q2 2026 in Review
SHP Wealth Management increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 46% in Q2 2026, buying an estimated $6.13K and bringing the position to 874 shares worth $20.6K. The position accounts for ﹤0.01% of the portfolio, ranked #769.
SHP Wealth Management first reported a position in SMFG in Q4 2025 and has held it in 3 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.
- SHP Wealth Management held 874 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $20.6K as of Q2 2026.
- SHP Wealth Management bought 276 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $6.13K.
- Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #769 holding.
- SHP Wealth Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2025 and has held it in 3 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 SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.