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

Valeo Financial Advisors’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 		$639K Buy
24,678
+2,485
+11% +$64.3K 0.01% 391
2026
Q2 		$523K Buy
22,193
+4,323
+24% +$96K 0.01% 436
2026
Q1 		$353K Sell
17,870
-7,048
-28% -$148K 0.01% 494
2025
Q4 		$482K Buy
24,918
+3,279
+15% +$56.8K 0.01% 474
2025
Q3 		$362K Buy
21,639
+1,057
+5% +$16.9K 0.01% 546
2025
Q2 		$311K Buy
20,582
+483
+2% +$6.95K 0.01% 567
2025
Q1 		$311K Buy
20,099
+4,140
+26% +$63K 0.01% 525
2024
Q4 		$231K Buy
15,959
+13
+0.1% +$179 0.01% 632
2024
Q3 		$201K Buy
15,946
+736
+5% +$9.72K 0.01% 658
2024
Q2 		$204K Buy
15,210
+89
+0.6% +$1.08K 0.01% 608
2024
Q1 		$172K Hold
15,121
– – 0.01% 613
2023
Q4 		$146K Sell
15,121
-1,992
-12% -$19.3K 0.01% 603
2023
Q3 		$169K Sell
17,113
-1,423
-8% -$13.2K 0.01% 575
2023
Q2 		$159K Buy
18,536
+1,533
+9% +$12.7K 0.01% 554
2023
Q1 		$136K Buy
17,003
+4,899
+40% +$41.5K 0.01% 567
2022
Q4 		$97.1K Buy
+12,104
New +$77.1K 0.01% 508
2021
Q2 		– Sell
-2,422
Closed -$18K – 1611
2021
Q1 		$18K Buy
2,422
+1,601
+195% +$11.2K ﹤0.01% 1210
2020
Q4 		$5K Sell
821
-388
-32% -$2.28K ﹤0.01% 1378
2020
Q3 		$7K Sell
1,209
-925
-43% -$5.3K ﹤0.01% 1177
2020
Q2 		$12K Buy
2,134
+102
+5% +$551 ﹤0.01% 1235
2020
Q1 		$10K Hold
2,032
– – ﹤0.01% 1109
2019
Q4 		$15K Buy
2,032
+925
+84% +$6.66K ﹤0.01% 988
2019
Q3 		$8K Sell
1,107
-328
-23% -$2.24K ﹤0.01% 1095
2019
Q2 		$10K Buy
1,435
+698
+95% +$4.94K ﹤0.01% 1031
2019
Q1 		$5K Buy
737
+9
+1% +$64 ﹤0.01% 1194
2018
Q4 		$5K Sell
728
-964
-57% -$7.2K ﹤0.01% 1096
2018
Q3 		$13K Buy
1,692
+590
+54% +$4.66K ﹤0.01% 896
2018
Q2 		$9K Sell
1,102
-68
-6% -$565 ﹤0.01% 977
2018
Q1 		$10K Buy
1,170
+319
+37% +$2.85K ﹤0.01% 926
2017
Q4 		$7K Buy
851
+456
+115% +$3.69K ﹤0.01% 930
2017
Q3 		$3K Buy
+395
New +$3.01K ﹤0.01% 971

Other funds holding SMFG

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
AWM
Athena Wealth Management Reno, Nevada $139M AUM 20.91% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Valeo Financial Advisors's SMFG Position: Q3 2026 in Review

Valeo Financial Advisors increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 11% in Q3 2026, buying an estimated $64.3K and bringing the position to 24,678 shares worth $639K. The position accounts for 0.01% of the portfolio, ranked #391.

Valeo Financial Advisors first reported a position in SMFG in Q3 2017 and has held it in 31 quarters since. 21 funds tracked by Wall St. Rank hold SMFG as of Q3 2026.

  • Valeo Financial Advisors held 24,678 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $639K as of Q3 2026.
  • Valeo Financial Advisors bought 2,485 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2026, an estimated $64.3K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #391 holding.
  • Valeo Financial Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2017 and has held it in 31 quarters since.
  • 21 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 Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.