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

Aquatic Capital 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	–	Sell	-165,045	Closed	-$3.26M	–	1690
2026 Q1	$3.26M	Buy	+165,045	New	+$3.47M	0.09%	272
2025 Q4	–	Sell	-3,655	Closed	-$61.2K	–	1742
2025 Q3	$61.2K	Buy	+3,655	New	+$58.5K	﹤0.01%	1262
2025 Q1	–	Sell	-65,744	Closed	-$953K	–	1602
2024 Q4	$953K	Sell	65,744 -4,256	-6%	-$58.5K	0.03%	561
2024 Q3	$884K	Buy	+70,000	New	+$925K	0.02%	525
2024 Q2	–	Sell	-66,800	Closed	-$786K	–	1568
2024 Q1	$786K	Sell	66,800 -59,000	-47%	-$633K	0.03%	440
2023 Q4	$1.22M	Buy	125,800 +104,700	+496%	+$1.01M	0.03%	436
2023 Q3	$208K	Buy	+21,100	New	+$195K	0.01%	666
2022 Q4	–	Sell	-8,500	Closed	-$47K	–	1790
2022 Q3	$47K	Buy	8,500 +4,200	+98%	+$25.3K	﹤0.01%	888
2022 Q2	$25K	Buy	4,300 +2,100	+95%	+$12.7K	0.01%	800
2022 Q1	$14K	Sell	2,200 -1,500	-41%	-$10.7K	0.02%	590
2021 Q4	$25K	Buy	+3,700	New	+$25.1K	0.05%	532

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

Aquatic Capital Management's SMFG Position: Q2 2026 in Review

Aquatic Capital Management sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q2 2026, closing a stake of 165,045 shares — an estimated $3.26M sold.

Aquatic Capital Management first reported a position in SMFG in Q4 2021 and held it in 11 quarters. The position peaked at $3.26M in Q1 2026. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Aquatic Capital Management reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q2 2026 after selling out during the quarter.
Aquatic Capital Management sold 165,045 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $3.26M.
Aquatic Capital Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2021 and held it in 11 quarters.
Aquatic Capital Management's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $3.26M in Q1 2026.
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 Aquatic Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.