Venturi 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
Venturi Wealth Management's SMFG Position: Q2 2026 in Review
Venturi Wealth Management increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 14% in Q2 2026, buying an estimated $116K and bringing the position to 41,855 shares worth $987K. The position accounts for 0.04% of the portfolio, ranked #229.
Venturi Wealth Management first reported a position in SMFG in Q2 2024 and has held it in 8 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.
- Venturi Wealth Management held 41,855 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $987K as of Q2 2026.
- Venturi Wealth Management bought 5,213 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $116K.
- Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.04% of Venturi Wealth Management's portfolio in Q2 2026, its #229 holding.
- Venturi Wealth Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 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 Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.