Transamerica Financial Advisors’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
$355K Buy
15,076
+228
+2% +$5.06K 0.03% 337
2026
Q1
$293K Buy
14,848
+1,613
+12% +$33.9K 0.03% 343
2025
Q4
$256K Buy
13,235
+1,198
+10% +$20.8K 0.02% 332
2025
Q3
$202K Sell
12,037
-4,561
-27% -$73.1K 0.02% 328
2025
Q2
$251K Buy
16,598
+1,859
+13% +$26.7K 0.02% 211
2025
Q1
$228K Sell
14,739
-747
-5% -$11.4K 0.02% 217
2024
Q4
$225K Buy
15,486
+2,897
+23% +$39.8K 0.02% 217
2024
Q3
$159K Buy
12,589
+12,182
+2,993% +$161K 0.02% 243
2024
Q2
$6K Hold
407
– – ﹤0.01% 338
2024
Q1
$5K Buy
+407
New +$4.37K ﹤0.01% 379

Other funds holding SMFG

Transamerica Financial Advisors's SMFG Position: Q2 2026 in Review

Transamerica Financial Advisors increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 1.5% in Q2 2026, buying an estimated $5.06K and bringing the position to 15,076 shares worth $355K. The position accounts for 0.03% of the portfolio, ranked #337.

Transamerica Financial Advisors first reported a position in SMFG in Q1 2024 and has held it in 10 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Transamerica Financial Advisors held 15,076 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $355K as of Q2 2026.
  • Transamerica Financial Advisors bought 228 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $5.06K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.03% of Transamerica Financial Advisors's portfolio in Q2 2026, its #337 holding.
  • Transamerica Financial Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2024 and has held it in 10 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 Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.