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

Beacon Pointe 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	$349K	Sell	14,799 -14,821	-50%	-$329K	﹤0.01%	1523
2026 Q1	$585K	Buy	29,620 +19,155	+183%	+$402K	﹤0.01%	1227
2025 Q4	$202K	Buy	10,465 +369	+4%	+$6.4K	﹤0.01%	1424
2025 Q3	$169K	Buy	+10,096	New	+$162K	﹤0.01%	1333
2023 Q4	–	Sell	-10,616	Closed	-$105K	–	1387
2023 Q3	$105K	Sell	10,616 -936	-8%	-$8.66K	﹤0.01%	1277
2023 Q2	$99.3K	Sell	11,552 -327	-3%	-$2.7K	﹤0.01%	1049
2023 Q1	$95K	Buy	+11,879	New	+$101K	﹤0.01%	1102
2022 Q4	–	Sell	-10,178	Closed	-$57K	–	1103
2022 Q3	$57K	Sell	10,178 -3,091	-23%	-$18.6K	﹤0.01%	976
2022 Q2	$81K	Sell	13,269 -761	-5%	-$4.6K	﹤0.01%	1014
2022 Q1	$88K	Buy	14,030 +792	+6%	+$5.64K	﹤0.01%	1162
2021 Q4	$90K	Buy	+13,238	New	+$89.7K	﹤0.01%	908

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

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

Beacon Pointe Advisors's SMFG Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 50% in Q2 2026, selling an estimated $329K and leaving 14,799 shares worth $349K. The position accounts for ﹤0.01% of the portfolio, ranked #1523.

Beacon Pointe Advisors first reported a position in SMFG in Q4 2021 and has held it in 11 quarters since. The position peaked at $585K in Q1 2026. 464 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Beacon Pointe Advisors held 14,799 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $349K as of Q2 2026.
Beacon Pointe Advisors sold 14,821 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $329K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1523 holding.
Beacon Pointe Advisors 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 has held it in 11 quarters since.
Beacon Pointe Advisors's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $585K in Q1 2026.
464 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 Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.