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

Advisors 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 Q2	$3.34M	Buy	141,675 +2,085	+1%	+$46.3K	0.05%	468
2026 Q1	$2.76M	Buy	139,590 +22,126	+19%	+$465K	0.05%	502
2025 Q4	$2.27M	Buy	117,464 +20,109	+21%	+$349K	0.04%	562
2025 Q3	$1.63M	Buy	97,355 +15,254	+19%	+$244K	0.03%	653
2025 Q2	$1.24M	Buy	82,101 +14,867	+22%	+$214K	0.02%	710
2025 Q1	$1.04M	Buy	67,234 +2,699	+4%	+$41.1K	0.02%	738
2024 Q4	$935K	Buy	64,535 +5,678	+10%	+$78K	0.02%	758
2024 Q3	$743K	Buy	58,857 +7,139	+14%	+$94.3K	0.01%	809
2024 Q2	$694K	Buy	51,718 +11,406	+28%	+$138K	0.01%	815
2024 Q1	$474K	Buy	40,312 +6,996	+21%	+$75K	0.01%	922
2023 Q4	$322K	Sell	33,316 -1,659	-5%	-$16.1K	0.01%	1017
2023 Q3	$345K	Sell	34,975 -3,326	-9%	-$30.8K	0.01%	999
2023 Q2	$329K	Sell	38,301 -43,931	-53%	-$363K	0.01%	1028
2023 Q1	$658K	Sell	82,232 -3,022	-4%	-$25.6K	0.01%	872
2022 Q4	$684K	Sell	85,254 -29,051	-25%	-$185K	0.01%	868
2022 Q3	$629K	Sell	114,305 -8,494	-7%	-$51.2K	0.01%	877
2022 Q2	$725K	Sell	122,799 -26,656	-18%	-$161K	0.01%	847
2022 Q1	$937K	Buy	149,455 +45,908	+44%	+$327K	0.01%	827
2021 Q4	$703K	Buy	103,547 +15,575	+18%	+$105K	0.01%	911
2021 Q3	$617K	Buy	87,972 +29,681	+51%	+$207K	0.01%	943
2021 Q2	$402K	Sell	58,291 -14,679	-20%	-$105K	0.01%	1067
2021 Q1	$529K	Sell	72,970 -9,593	-12%	-$66.8K	0.01%	1002
2020 Q4	$509K	Sell	82,563 -52,342	-39%	-$307K	0.01%	962
2020 Q3	$754K	Sell	134,905 -39,015	-22%	-$224K	0.01%	795
2020 Q2	$977K	Sell	173,920 -41,200	-19%	-$223K	0.02%	699
2020 Q1	$1.03M	Sell	215,120 -8,425	-4%	-$54.3K	0.02%	611
2019 Q4	$1.66M	Sell	223,545 -15,694	-7%	-$113K	0.03%	597
2019 Q3	$1.64M	Sell	239,239 -15,875	-6%	-$108K	0.03%	591
2019 Q2	$1.8M	Sell	255,114 -7,283	-3%	-$51.6K	0.03%	584
2019 Q1	$1.84M	Sell	262,397 -27,199	-9%	-$194K	0.03%	579
2018 Q4	$1.89M	Sell	289,596 -23,835	-8%	-$178K	0.04%	532
2018 Q3	$2.52M	Sell	313,431 -11,948	-4%	-$94.4K	0.04%	519
2018 Q2	$2.53M	Buy	325,379 +5,995	+2%	+$49.8K	0.04%	515
2018 Q1	$2.78M	Buy	319,384 +9,095	+3%	+$81.3K	0.05%	503
2017 Q4	$2.7M	Buy	310,289 +10,549	+4%	+$85.5K	0.04%	527
2017 Q3	$2.31M	Sell	299,740 -23,255	-7%	-$177K	0.04%	572
2017 Q2	$2.54M	Sell	322,995 -5,319	-2%	-$39.5K	0.04%	542
2017 Q1	$2.38M	Sell	328,314 -53,795	-14%	-$418K	0.04%	569
2016 Q4	$2.92M	Sell	382,109 -26,750	-7%	-$194K	0.05%	506
2016 Q3	$2.76M	Sell	408,859 -16,747	-4%	-$109K	0.05%	522
2016 Q2	$2.43M	Buy	425,606 +17,909	+4%	+$109K	0.04%	590
2016 Q1	$2.45M	Buy	407,697 +20,591	+5%	+$128K	0.04%	580
2015 Q4	$2.94M	Buy	387,106 +1,889	+0.5%	+$14.9K	0.05%	535
2015 Q3	$2.94M	Sell	385,217 -43,215	-10%	-$363K	0.05%	520
2015 Q2	$3.81M	Buy	428,432 +20,462	+5%	+$178K	0.05%	474
2015 Q1	$3.16M	Buy	407,970 +32,762	+9%	+$245K	0.04%	509
2014 Q4	$2.73M	Buy	375,208 +31,947	+9%	+$242K	0.04%	537
2014 Q3	$2.81M	Buy	343,261 +54,487	+19%	+$447K	0.04%	490
2014 Q2	$2.45M	Buy	288,774 +79,750	+38%	+$657K	0.03%	534
2014 Q1	$1.81M	Buy	209,024 +51,561	+33%	+$482K	0.03%	575
2013 Q4	$1.65M	Buy	157,463 +22,535	+17%	+$224K	0.03%	569
2013 Q3	$1.31M	Buy	134,928 +19,153	+17%	+$182K	0.02%	600
2013 Q2	$1.07M	Buy	+115,775	New	+$1.03M	0.02%	623

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

CCMG

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

Advisors Asset Management's SMFG Position: Q2 2026 in Review

Advisors Asset Management increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 1.5% in Q2 2026, buying an estimated $46.3K and bringing the position to 141,675 shares worth $3.34M. The position accounts for 0.05% of the portfolio, ranked #468.

Advisors Asset Management first reported a position in SMFG in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.81M in Q2 2015. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Advisors Asset Management held 141,675 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $3.34M as of Q2 2026.
Advisors Asset Management bought 2,085 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $46.3K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.05% of Advisors Asset Management's portfolio in Q2 2026, its #468 holding.
Advisors 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 has held it in 53 quarters since.
Advisors Asset Management's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $3.81M in Q2 2015.
462 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 Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.