Wealthstream 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
Other funds holding SMFG
Wealthstream Advisors's SMFG Position: Q3 2025 in Review
Wealthstream Advisors increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 18% in Q3 2025, buying an estimated $33.6K and bringing the position to 13,947 shares worth $233K. The position accounts for 0.04% of the portfolio, ranked #161.
Wealthstream Advisors first reported a position in SMFG in Q2 2024 and has held it in 6 quarters since. 397 funds tracked by Wall St. Rank hold SMFG as of Q3 2025.
- Wealthstream Advisors held 13,947 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $233K as of Q3 2025.
- Wealthstream Advisors bought 2,098 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2025, an estimated $33.6K.
- Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.04% of Wealthstream Advisors's portfolio in Q3 2025, its #161 holding.
- Wealthstream Advisors 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 6 quarters since.
- 397 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 2025.
Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.