Acadian Asset Management’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Acadian Asset Management’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 Q1	–	Sell	-19,259	Closed	-$372K	–	2237
2025 Q4	$372K	Sell	19,259 -19,290	-50%	-$334K	﹤0.01%	1390
2025 Q3	$645K	Hold	38,549	–	–	﹤0.01%	1158
2025 Q2	$581K	Sell	38,549 -1,025	-3%	-$14.7K	﹤0.01%	1107
2025 Q1	$610K	Buy	39,574 +30,506	+336%	+$464K	﹤0.01%	1044
2024 Q4	$131K	Buy	+9,068	New	+$125K	﹤0.01%	1322
2020 Q2	–	Sell	-14,767	Closed	-$71K	–	2328
2020 Q1	$71K	Sell	14,767 -14,558	-50%	-$93.8K	﹤0.01%	1434
2019 Q4	$217K	Buy	29,325 +10,361	+55%	+$74.5K	﹤0.01%	1274
2019 Q3	$130K	Hold	18,964	–	–	﹤0.01%	1424
2019 Q2	$134K	Hold	18,964	–	–	﹤0.01%	1321
2019 Q1	$133K	Buy	18,964 +9,326	+97%	+$66.7K	﹤0.01%	1451
2018 Q4	$63K	Buy	+9,638	New	+$71.9K	﹤0.01%	1380
2015 Q3	–	Sell	-13,436	Closed	-$119K	–	1418
2015 Q2	$119K	Buy	+13,436	New	+$117K	﹤0.01%	991
2014 Q4	–	Sell	-7,554	Closed	-$62K	–	1323
2014 Q3	$62K	Sell	7,554 -6,201	-45%	-$50.8K	﹤0.01%	864
2014 Q2	$117K	Sell	13,755 -10,237	-43%	-$84.3K	﹤0.01%	848
2014 Q1	$208K	Sell	23,992 -75	-0.3%	-$702	﹤0.01%	776
2013 Q4	$252K	Buy	24,067 +13,794	+134%	+$137K	﹤0.01%	779
2013 Q3	$100K	Hold	10,273	–	–	﹤0.01%	811
2013 Q2	$95K	Buy	+10,273	New	+$91.7K	﹤0.01%	742

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Acadian Asset Management's SMFG Position: Q1 2026 in Review

Acadian Asset Management sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q1 2026, closing a stake of 19,259 shares — an estimated $372K sold.

Acadian Asset Management first reported a position in SMFG in Q2 2013 and held it in 18 quarters. The position peaked at $645K in Q3 2025. 444 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

Acadian Asset Management reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q1 2026 after selling out during the quarter.
Acadian Asset Management sold 19,259 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q1 2026, an estimated $372K.
Acadian Asset Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2013 and held it in 18 quarters.
Acadian Asset Management's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $645K in Q3 2025.
444 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 Q1 2026.

Based on Acadian Asset Management's 13F filing for Q1 2026, filed 13 May 2026.