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

Albion Financial Group’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	$15.2K	Hold	644	–	–	﹤0.01%	390
2026 Q1	$12.7K	Hold	644	–	–	﹤0.01%	393
2025 Q4	$12.4K	Hold	644	–	–	﹤0.01%	387
2025 Q3	$10.8K	Hold	644	–	–	﹤0.01%	387
2025 Q2	$9.73K	Hold	644	–	–	﹤0.01%	369
2025 Q1	$9.96K	Hold	644	–	–	﹤0.01%	376
2024 Q4	$9.33K	Buy	+644	New	+$8.85K	﹤0.01%	408

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

Albion Financial Group's SMFG Position: Q2 2026 in Review

Albion Financial Group held its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) position steady in Q2 2026 at 644 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Albion Financial Group first reported a position in SMFG in Q4 2024 and has held it in 7 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Albion Financial Group held 644 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $15.2K as of Q2 2026.
Albion Financial Group left its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) share count unchanged in Q2 2026.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #390 holding.
Albion Financial Group first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2024 and has held it in 7 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 Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.