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

Versant Capital Management’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 		$1.18M Buy
45,374
+1,525
+3% +$39.4K 0.1% 114
2026
Q2 		$1.03M Buy
43,849
+741
+2% +$16.5K 0.09% 124
2026
Q1 		$851K Buy
43,108
+7,438
+21% +$156K 0.08% 144
2025
Q4 		$690K Buy
35,670
+4,451
+14% +$77.2K 0.09% 152
2025
Q3 		$523K Buy
31,219
+656
+2% +$10.5K 0.07% 193
2025
Q2 		$462K Sell
30,563
-2,264
-7% -$32.6K 0.07% 193
2025
Q1 		$508K Buy
32,827
+30,741
+1,474% +$468K 0.09% 148
2024
Q4 		$30.2K Buy
+2,086
New +$28.7K 0.01% 801
2019
Q2 		– Sell
-374
Closed -$2K – 1663
2019
Q1 		$2K Buy
+374
New +$2.67K ﹤0.01% 1366

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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 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

Versant Capital Management's SMFG Position: Q3 2026 in Review

Versant Capital Management increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 3.5% in Q3 2026, buying an estimated $39.4K and bringing the position to 45,374 shares worth $1.18M. The position accounts for 0.1% of the portfolio, ranked #114.

Versant Capital Management first reported a position in SMFG in Q1 2019 and has held it in 9 quarters since. 21 funds tracked by Wall St. Rank hold SMFG as of Q3 2026.

  • Versant Capital Management held 45,374 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $1.18M as of Q3 2026.
  • Versant Capital Management bought 1,525 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2026, an estimated $39.4K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.1% of Versant Capital Management's portfolio in Q3 2026, its #114 holding.
  • Versant Capital Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2019 and has held it in 9 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 Versant Capital Management's 13F filing for Q3 2026, filed 2 Oct 2026.