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

AdvisorShares Investments’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	$1.29M	Sell	54,800 -3,940	-7%	-$87.5K	0.16%	72
2026 Q1	$1.16M	Sell	58,740 -2,978	-5%	-$62.6K	0.21%	71
2025 Q4	$1.19M	Buy	61,718 +1,698	+3%	+$29.4K	0.2%	67
2025 Q3	$1M	Sell	60,020 -7,799	-11%	-$125K	0.16%	77
2025 Q2	$1.02M	Buy	67,819 +10,572	+18%	+$152K	0.18%	71
2025 Q1	$863K	Buy	57,247 +16,850	+42%	+$256K	0.17%	67
2024 Q4	$585K	Sell	40,397 -5,940	-13%	-$81.6K	0.11%	83
2024 Q3	$585K	Sell	46,337 -2,967	-6%	-$39.2K	0.11%	79
2024 Q2	$663K	Sell	49,304 -1,184	-2%	-$14.3K	0.12%	72
2024 Q1	$594K	Sell	50,488 -812	-2%	-$8.71K	0.1%	91
2023 Q4	$497K	Buy	+51,300	New	+$497K	0.12%	105

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

AdvisorShares Investments's SMFG Position: Q2 2026 in Review

AdvisorShares Investments reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 6.7% in Q2 2026, selling an estimated $87.5K and leaving 54,800 shares worth $1.29M. The position accounts for 0.16% of the portfolio, ranked #72.

AdvisorShares Investments first reported a position in SMFG in Q4 2023 and has held it in 11 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

AdvisorShares Investments held 54,800 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $1.29M as of Q2 2026.
AdvisorShares Investments sold 3,940 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $87.5K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.16% of AdvisorShares Investments's portfolio in Q2 2026, its #72 holding.
AdvisorShares Investments first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2023 and has held it in 11 quarters since.
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 AdvisorShares Investments's 13F filing for Q2 2026, filed 11 Aug 2026.