True Wealth Design’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

True Wealth Design’s Portfolio SMFG Stock Details SMFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$81.8K	Buy	3,156 +231	+8%	+$5.97K	0.02%	343
2026 Q2	$69K	Buy	2,925 +650	+29%	+$14.4K	0.02%	368
2026 Q1	$44.9K	Buy	2,275 +724	+47%	+$15.2K	0.01%	434
2025 Q4	$30K	Sell	1,551 -33	-2%	-$572	0.01%	474
2025 Q3	$26.5K	Buy	+1,584	New	+$25.4K	0.01%	504

Other funds holding SMFG

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

TPM

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

True Wealth Design's SMFG Position: Q3 2026 in Review

True Wealth Design increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 7.9% in Q3 2026, buying an estimated $5.97K and bringing the position to 3,156 shares worth $81.8K. The position accounts for 0.02% of the portfolio, ranked #343.

True Wealth Design first reported a position in SMFG in Q3 2025 and has held it in 5 quarters since. 47 funds tracked by Wall St. Rank hold SMFG as of Q3 2026.

True Wealth Design held 3,156 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $81.8K as of Q3 2026.
True Wealth Design bought 231 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2026, an estimated $5.97K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #343 holding.
True Wealth Design 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 5 quarters since.
47 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 True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.