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

Allianz’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	$7.66M	Buy	324,970 +103,000	+46%	+$2.29M	0.08%	146
2026 Q1	$4.38M	Buy	221,970 +1,970	+0.9%	+$41.4K	0.05%	197
2025 Q4	$4.25M	Hold	220,000	–	–	0.05%	166
2025 Q3	$3.68M	Hold	220,000	–	–	0.08%	161
2025 Q2	$3.32M	Hold	220,000	–	–	0.08%	153
2025 Q1	$3.4M	Buy	+220,000	New	+$3.35M	0.09%	145

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

Allianz's SMFG Position: Q2 2026 in Review

Allianz increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 46% in Q2 2026, buying an estimated $2.29M and bringing the position to 324,970 shares worth $7.66M. The position accounts for 0.08% of the portfolio, ranked #146.

Allianz first reported a position in SMFG in Q1 2025 and has held it in 6 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Allianz held 324,970 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $7.66M as of Q2 2026.
Allianz bought 103,000 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $2.29M.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.08% of Allianz's portfolio in Q2 2026, its #146 holding.
Allianz first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2025 and has held it in 6 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 Allianz's 13F filing for Q2 2026, filed 10 Aug 2026.