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

Bailard’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	$839K	Sell	32,395 -2,895	-8%	-$74.9K	0.02%	395
2026 Q2	$832K	Sell	35,290 -1,124	-3%	-$25K	0.02%	409
2026 Q1	$719K	Sell	36,414 -1,957	-5%	-$41.1K	0.02%	421
2025 Q4	$742K	Buy	38,371 +2,975	+8%	+$51.6K	0.02%	384
2025 Q3	$593K	Buy	35,396 +7,150	+25%	+$115K	0.01%	455
2025 Q2	$427K	Buy	28,246 +842	+3%	+$12.1K	0.01%	528
2025 Q1	$424K	Buy	27,404 +1,701	+7%	+$25.9K	0.01%	498
2024 Q4	$372K	Buy	+25,703	New	+$353K	0.01%	519
2024 Q2	–	Sell	-95,000	Closed	-$5.59M	–	806
2024 Q1	$5.59M	Buy	+95,000	New	+$1.02M	0.15%	133

Other funds holding SMFG

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

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Bailard's SMFG Position: Q3 2026 in Review

Bailard reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 8.2% in Q3 2026, selling an estimated $74.9K and leaving 32,395 shares worth $839K. The position accounts for 0.02% of the portfolio, ranked #395.

Bailard first reported a position in SMFG in Q1 2024 and has held it in 9 quarters since. The position peaked at $5.59M in Q1 2024. 83 funds tracked by Wall St. Rank hold SMFG as of Q3 2026.

Bailard held 32,395 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $839K as of Q3 2026.
Bailard sold 2,895 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2026, an estimated $74.9K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.02% of Bailard's portfolio in Q3 2026, its #395 holding.
Bailard first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2024 and has held it in 9 quarters since.
Bailard's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $5.59M in Q1 2024.
83 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 Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.