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

Beaird Harris Wealth Management’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	$3.87K	Hold	164	–	–	﹤0.01%	465
2026 Q1	$3.24K	Hold	164	–	–	﹤0.01%	452
2025 Q4	$3.17K	Hold	164	–	–	﹤0.01%	484
2025 Q3	$2.75K	Buy	164 +57	+53%	+$913	﹤0.01%	486
2025 Q2	$1.62K	Buy	+107	New	+$1.54K	﹤0.01%	514

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

Beaird Harris Wealth Management's SMFG Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) position steady in Q2 2026 at 164 shares worth $3.87K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Beaird Harris Wealth Management first reported a position in SMFG in Q2 2025 and has held it in 5 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Beaird Harris Wealth Management held 164 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $3.87K as of Q2 2026.
Beaird Harris Wealth Management left its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) share count unchanged in Q2 2026.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #465 holding.
Beaird Harris Wealth Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2025 and has held it in 5 quarters since.
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 Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.