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

Addison Advisors’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 Q2	–	Sell	-1,876	Closed	-$37.1K	–	960
2026 Q1	$37.1K	Hold	1,876	–	–	0.01%	473
2025 Q4	$36.3K	Hold	1,876	–	–	0.01%	466
2025 Q3	$31.4K	Hold	1,876	–	–	0.01%	483
2025 Q2	$28.3K	Hold	1,876	–	–	0.01%	489
2025 Q1	$29K	Hold	1,876	–	–	0.01%	449
2024 Q4	$27.2K	Hold	1,876	–	–	0.01%	463
2024 Q3	$23.7K	Sell	1,876 -1	-0.1%	-$13	0.01%	488
2024 Q2	$25.2K	Buy	+1,877	New	+$22.7K	0.01%	457

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

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

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

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

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

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

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

Addison Advisors's SMFG Position: Q2 2026 in Review

Addison Advisors sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q2 2026, closing a stake of 1,876 shares — an estimated $37.1K sold.

Addison Advisors first reported a position in SMFG in Q2 2024 and held it in 8 quarters. The position peaked at $37.1K in Q1 2026. 463 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Addison Advisors reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q2 2026 after selling out during the quarter.
Addison Advisors sold 1,876 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $37.1K.
Addison Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2024 and held it in 8 quarters.
Addison Advisors's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $37.1K in Q1 2026.
463 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 Addison Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.