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

Atlas Capital Advisors’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	$437K	Buy	18,547 +7,267	+64%	+$161K	0.05%	307
2026 Q1	$223K	Sell	11,280 -15,734	-58%	-$331K	0.03%	394
2025 Q4	$522K	Buy	+27,014	New	+$468K	0.06%	251
2025 Q2	$380K	Sell	25,151 -6,170	-20%	-$88.7K	0.05%	296
2025 Q1	$484K	Buy	31,321 +342	+1%	+$5.2K	0.06%	267
2024 Q4	$449K	Sell	30,979 -489	-2%	-$6.72K	0.06%	259
2024 Q3	$397K	Sell	31,468 -154	-0.5%	-$2.03K	0.06%	266
2024 Q2	$424K	Buy	31,622 +4,233	+15%	+$51.3K	0.06%	254
2024 Q1	$322K	Sell	27,389 -639	-2%	-$6.86K	0.05%	291
2023 Q4	$271K	Hold	28,028	–	–	0.04%	318
2023 Q3	$276K	Hold	28,028	–	–	0.05%	292
2023 Q2	$241K	Sell	28,028 -1,944	-6%	-$16.1K	0.04%	331
2023 Q1	$240K	Hold	29,972	–	–	0.04%	324
2022 Q4	$240K	Sell	29,972 -16,195	-35%	-$103K	0.04%	311
2022 Q3	$254K	Hold	46,167	–	–	0.05%	301
2022 Q2	$272K	Buy	46,167 +20,717	+81%	+$125K	0.05%	307
2022 Q1	$160K	Buy	25,450 +2,124	+9%	+$15.1K	0.02%	396
2021 Q4	$158K	Hold	23,326	–	–	0.02%	391
2021 Q3	$164K	Buy	23,326 +1,482	+7%	+$10.3K	0.03%	374
2021 Q2	$151K	Buy	21,844 +1,892	+9%	+$13.6K	0.03%	400
2021 Q1	$145K	Hold	19,952	–	–	0.03%	367
2020 Q4	$123K	Sell	19,952 -3,025	-13%	-$17.7K	0.03%	368
2020 Q3	$128K	Sell	22,977 -26,270	-53%	-$151K	0.03%	303
2020 Q2	$277K	Hold	49,247	–	–	0.06%	265
2020 Q1	$236K	Buy	49,247 +21,162	+75%	+$136K	0.07%	244
2019 Q4	$208K	Sell	28,085 -19,546	-41%	-$141K	0.05%	312
2019 Q3	$326K	Buy	47,631 +28,085	+144%	+$192K	0.1%	252
2019 Q2	$138K	Sell	19,546 -2,024	-9%	-$14.3K	0.05%	358
2019 Q1	$152K	Sell	21,570 -9,786	-31%	-$70K	0.05%	305
2018 Q4	$204K	Sell	31,356 -16,860	-35%	-$126K	0.08%	253
2018 Q3	$388K	Hold	48,216	–	–	0.13%	206
2018 Q2	$371K	Buy	48,216 +23,600	+96%	+$196K	0.13%	199
2018 Q1	$209K	Buy	+24,616	New	+$220K	0.06%	280

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

Atlas Capital Advisors's SMFG Position: Q2 2026 in Review

Atlas Capital Advisors increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 64% in Q2 2026, buying an estimated $161K and bringing the position to 18,547 shares worth $437K. The position accounts for 0.05% of the portfolio, ranked #307.

Atlas Capital Advisors first reported a position in SMFG in Q1 2018 and has held it in 33 quarters since. The position peaked at $522K in Q4 2025. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Atlas Capital Advisors held 18,547 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $437K as of Q2 2026.
Atlas Capital Advisors bought 7,267 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $161K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.05% of Atlas Capital Advisors's portfolio in Q2 2026, its #307 holding.
Atlas Capital Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2018 and has held it in 33 quarters since.
Atlas Capital Advisors's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $522K in Q4 2025.
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 Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.