Walkner Condon 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
$336K Sell
14,257
-25
-0.2% -$555 0.04% 243
2026
Q1
$282K Buy
14,282
+2,605
+22% +$54.7K 0.04% 254
2025
Q4
$226K Buy
11,677
+1,280
+12% +$22.2K 0.03% 284
2025
Q3
$174K Buy
+10,397
New +$167K 0.03% 296

Other funds holding SMFG

Walkner Condon Financial Advisors's SMFG Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 0.18% in Q2 2026, selling an estimated $555 and leaving 14,257 shares worth $336K. The position accounts for 0.04% of the portfolio, ranked #243.

Walkner Condon Financial Advisors first reported a position in SMFG in Q3 2025 and has held it in 4 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Walkner Condon Financial Advisors held 14,257 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $336K as of Q2 2026.
  • Walkner Condon Financial Advisors sold 25 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $555.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.04% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #243 holding.
  • Walkner Condon 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 2025 and has held it in 4 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 Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.