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

Advisornet Financial’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	-33	Closed	-$638	–	2357
2025 Q4	$638	Hold	33	–	–	﹤0.01%	2062
2025 Q3	$552	Hold	33	–	–	﹤0.01%	2058
2025 Q2	$499	Hold	33	–	–	﹤0.01%	2057
2025 Q1	$510	Hold	33	–	–	﹤0.01%	1968
2024 Q4	$478	Hold	33	–	–	﹤0.01%	1786
2024 Q3	$417	Hold	33	–	–	﹤0.01%	2039
2024 Q2	$443	Hold	33	–	–	﹤0.01%	1954
2024 Q1	$388	Hold	33	–	–	﹤0.01%	1911
2023 Q4	$319	Buy	+33	New	+$320	﹤0.01%	2211
2022 Q2	–	Sell	-1,370	Closed	-$9K	–	2122
2022 Q1	$9K	Sell	1,370 -157	-10%	-$1.12K	﹤0.01%	1481
2021 Q4	$10K	Sell	1,527 -1,345	-47%	-$9.11K	﹤0.01%	1496
2021 Q3	$20K	Hold	2,872	–	–	﹤0.01%	1256
2021 Q2	$20K	Hold	2,872	–	–	﹤0.01%	1228
2021 Q1	$21K	Hold	2,872	–	–	﹤0.01%	1185
2020 Q4	$18K	Buy	2,872 +235	+9%	+$1.38K	﹤0.01%	1162
2020 Q3	$15K	Buy	+2,637	New	+$15.1K	﹤0.01%	1177
2019 Q4	–	Sell	-1,732	Closed	-$12K	–	1973
2019 Q3	$12K	Hold	1,732	–	–	﹤0.01%	1330
2019 Q2	$12K	Hold	1,732	–	–	﹤0.01%	1186
2019 Q1	$12K	Buy	+1,732	New	+$12.4K	﹤0.01%	1133
2018 Q4	–	Sell	-1,781	Closed	-$14K	–	1562
2018 Q3	$14K	Sell	1,781 -151	-8%	-$1.19K	﹤0.01%	1043
2018 Q2	$15K	Sell	1,932 -35	-2%	-$291	﹤0.01%	1022
2018 Q1	$17K	Hold	1,967	–	–	﹤0.01%	959
2017 Q4	$17K	Buy	+1,967	New	+$15.9K	﹤0.01%	898

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

Advisornet Financial's SMFG Position: Q1 2026 in Review

Advisornet Financial 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 33 shares — an estimated $638 sold.

Advisornet Financial first reported a position in SMFG in Q4 2017 and held it in 23 quarters. The position peaked at $21K in Q1 2021. 444 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

Advisornet Financial 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.
Advisornet Financial sold 33 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q1 2026, an estimated $638.
Advisornet Financial first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2017 and held it in 23 quarters.
Advisornet Financial's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $21K in Q1 2021.
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 Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.