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

Wedmont Private Capital’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 		$311K Buy
12,269
+158
+1% +$4.09K 0.01% 768
2026
Q2 		$312K Sell
12,111
-2,111
-15% -$46.9K 0.01% 726
2026
Q1 		$307K Sell
14,222
-2,821
-17% -$59.3K 0.01% 656
2025
Q4 		$339K Buy
17,043
+789
+5% +$13.7K 0.01% 610
2025
Q3 		$261K Sell
16,254
-688
-4% -$11K 0.01% 657
2025
Q2 		$252K Sell
16,942
-218
-1% -$3.13K 0.01% 644
2025
Q1 		$222K Buy
17,160
+801
+5% +$12.2K 0.01% 617
2024
Q4 		$231K Buy
16,359
+223
+1% +$3.06K 0.01% 617
2024
Q3 		$209K Buy
16,136
+1,312
+9% +$17.3K 0.01% 621
2024
Q2 		$203K Buy
14,824
+1,924
+15% +$23.3K 0.01% 609
2024
Q1 		$150K Buy
12,900
+216
+2% +$2.32K 0.01% 584
2023
Q4 		$126K Buy
12,684
+2,517
+25% +$24.4K 0.01% 550
2023
Q3 		$99.6K Buy
+10,167
New +$94K 0.01% 492

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
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
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Wedmont Private Capital's SMFG Position: Q3 2026 in Review

Wedmont Private Capital increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 1.3% in Q3 2026, buying an estimated $4.09K and bringing the position to 12,269 shares worth $311K. The position accounts for 0.01% of the portfolio, ranked #768.

Wedmont Private Capital first reported a position in SMFG in Q3 2023 and has held it in 13 quarters since. The position peaked at $339K in Q4 2025. 21 funds tracked by Wall St. Rank hold SMFG as of Q3 2026.

  • Wedmont Private Capital held 12,269 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $311K as of Q3 2026.
  • Wedmont Private Capital bought 158 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2026, an estimated $4.09K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #768 holding.
  • Wedmont Private Capital first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2023 and has held it in 13 quarters since.
  • Wedmont Private Capital's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $339K in Q4 2025.
  • 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 Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.