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Position history for Creative PlanningCreative Planning's holdings in SUMITOMO MITSUI-SPONS ADR

Creative Planning holds 883,657 shares of SMFG (SUMITOMO MITSUI-SPONS ADR), worth $20.8M as of 2026-Q2. The position was increased (+15.6% shares). SMFG represents 0.0% of Creative Planning's portfolio.

Current Value

$20.8M

Current Shares

883,657

Total Value Change

+$16.1M

Total Shares Change

+507,167

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
883,657
+15.6%
$20.8M0.0%$23.58
33
2026-Q1
Increased
764,584
+15.3%
$15.1M0.0%$20.69
32
2025-Q4
Increased
662,822
+18.1%
$12.8M0.0%$19.39
33
2025-Q3
Increased
561,218
+13.2%
$9.4M0.0%$16.84
31
2025-Q2
Decreased
495,765
-13.3%
$7.5M0.0%$15.20
0
2025-Q1
Increased
571,547
+19.8%
$8.8M0.0%$15.50
33
2024-Q4
Increased
477,228
+26.8%
$6.9M0.0%$14.32
34
2024-Q3
Increased
376,490
+5.2%
$4.8M0.0%$11.74
28

Other major holders of SMFG: MORGAN STANLEY, Fisher Asset Management, LLC

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