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

Asset Dedication LLC’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 Q3	–	Sell	-46	Closed	-$1.08K	–	1290
2026 Q2	$1.08K	Buy	+46	New	+$1.02K	﹤0.01%	1099
2020 Q1	–	Sell	-756	Closed	-$6K	–	792
2019 Q4	$6K	Buy	+756	New	+$5.44K	﹤0.01%	528

Other funds holding SMFG

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return

Asset Dedication LLC's SMFG Position: Q3 2026 in Review

Asset Dedication LLC sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q3 2026, closing a stake of 46 shares — an estimated $1.08K sold.

Asset Dedication LLC first reported a position in SMFG in Q4 2019 and held it in 2 quarters. The position peaked at $6K in Q4 2019. 248 funds tracked by Wall St. Rank hold SMFG as of Q3 2026.

Asset Dedication LLC reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q3 2026 after selling out during the quarter.
Asset Dedication LLC sold 46 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2026, an estimated $1.08K.
Asset Dedication LLC first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2019 and held it in 2 quarters.
Asset Dedication LLC's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $6K in Q4 2019.
248 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 2026.

Based on Asset Dedication LLC's 13F filing for Q3 2026, filed 3 Nov 2026.