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Walkner Condon Financial Advisors LLC Historic Quarter Change: Foreign Stocks, Reduced

Walkner Condon Financial Advisors LLC historic quarter change: Foreign Stocks, Reduced

In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, Walkner Condon Financial Advisors LLC opened 21 positions, added to 30, reduced 11 and sold out of 4.

  • Q2 2026: Stock SMFG; Country of operation —; Class SPONSORED ADR; Shares before 14,282.
  • Q2 2026: Stock WIT; Country of operation —; Class SPON ADR 1 SH; Shares before 10,948.
  • Q1 2026: Stock WIT; Country of operation —; Class SPON ADR 1 SH; Shares before 13,258.
  • Q1 2026: Stock MFG; Country of operation —; Class SPONSORED ADR; Shares before 23,497.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1817494), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-27); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-28); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-21); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-29); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-06); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-30); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-31); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2019-12-31.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026SMFG
SUMITOMO MITSUI FIN GRP INC
SPONSORED ADR14,28214,257-25$282,070$336,180+$54,1102026-07-27
Q2 2026WIT
WIPRO LTD
SPON ADR 1 SH10,94810,156-792$23,210$22,851-$3592026-07-27
Q1 2026WIT
WIPRO LTD
SPON ADR 1 SH13,25810,948-2,310$37,653$23,210-$14,4432026-04-28
Q1 2026MFG
MIZUHO FINANCIAL GROUP INC
SPONSORED ADR23,49723,446-51$171,998$186,161+$14,1632026-04-28
Q1 2026VOD
VODAFONE GROUP PLC
SPONSORED ADR17,53216,042-1,490$231,598$240,951+$9,3532026-04-28
Q1 2025MUFG
MITSUBISHI UFJ FINL GROUP IN
SPONSORED ADS13,62613,468-158$159,702$183,662+$23,9602025-04-23
Q1 2025MFG
MIZUHO FINANCIAL GROUP INC
SPONSORED ADR21,49520,713-782$105,111$114,129+$9,0182025-04-23
Q3 2024MUFG
MITSUBISHI UFJ FINL GROUP IN
SPONSORED ADS13,60713,338-269$146,415$135,842-$10,5732024-10-31
Q3 2024MFG
MIZUHO FINANCIAL GROUP INC
SPONSORED ADR21,57921,495-84$91,279$89,849-$1,4302024-10-31
Q2 2024TSM
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS1,4711,385-86$200,411$233,620+$33,2092024-08-09
Q2 2024MUFG
MITSUBISHI UFJ FINL GROUP IN
SPONSORED ADS13,63413,607-27$139,526$146,415+$6,8892024-08-09

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