Whipplewood 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
CCMG
Whipplewood Advisors's SMFG Position: Q2 2026 in Review
Whipplewood Advisors reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 84% in Q2 2026, selling an estimated $20.1K and leaving 174 shares worth $4.1K. The position accounts for ﹤0.01% of the portfolio, ranked #339.
Whipplewood Advisors first reported a position in SMFG in Q4 2024 and has held it in 5 quarters since. The position peaked at $21.3K in Q1 2026. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.
- Whipplewood Advisors held 174 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $4.1K as of Q2 2026.
- Whipplewood Advisors sold 904 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $20.1K.
- Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #339 holding.
- Whipplewood Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2024 and has held it in 5 quarters since.
- Whipplewood Advisors's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $21.3K in Q1 2026.
- 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 Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.