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

Aspen Grove Capital’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
2025 Q3	–	Sell	-11,487	Closed	-$176K	–	241
2025 Q2	$176K	Sell	11,487 -504	-4%	-$7.25K	0.03%	229
2025 Q1	$185K	Hold	11,991	–	–	0.04%	225
2024 Q4	$174K	Buy	+11,991	New	+$165K	0.04%	196

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Aspen Grove Capital's SMFG Position: Q3 2025 in Review

Aspen Grove Capital sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q3 2025, closing a stake of 11,487 shares — an estimated $176K sold.

Aspen Grove Capital first reported a position in SMFG in Q4 2024 and held it in 3 quarters. The position peaked at $185K in Q1 2025. 396 funds tracked by Wall St. Rank hold SMFG as of Q3 2025.

Aspen Grove Capital reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q3 2025 after selling out during the quarter.
Aspen Grove Capital sold 11,487 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2025, an estimated $176K.
Aspen Grove Capital 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 held it in 3 quarters.
Aspen Grove Capital's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $185K in Q1 2025.
396 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 Q3 2025.

Based on Aspen Grove Capital's 13F filing for Q3 2025, filed 14 Nov 2025.