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

Bell Investment 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	$9.05K	Hold	384	–	–	﹤0.01%	741
2026 Q1	$7.58K	Hold	384	–	–	﹤0.01%	796
2025 Q4	$7.42K	Hold	384	–	–	﹤0.01%	814
2025 Q3	$6.43K	Hold	384	–	–	﹤0.01%	814
2025 Q2	$5.8K	Buy	384 +109	+40%	+$1.57K	﹤0.01%	919
2025 Q1	$4.25K	Buy	275 +108	+65%	+$1.64K	﹤0.01%	989
2024 Q4	$2.42K	Hold	167	–	–	﹤0.01%	1255
2024 Q3	$2.11K	Hold	167	–	–	﹤0.01%	1332
2024 Q2	$2.24K	Hold	167	–	–	﹤0.01%	1306
2024 Q1	$1.97K	Buy	167 +111	+198%	+$1.19K	﹤0.01%	1370
2023 Q4	$543	Sell	56 -63	-53%	-$611	﹤0.01%	1801
2023 Q3	$1.17K	Buy	119 +56	+89%	+$518	﹤0.01%	1505
2023 Q2	$542	Hold	63	–	–	﹤0.01%	1811
2023 Q1	$504	Sell	63 -232	-79%	-$1.96K	﹤0.01%	1824
2022 Q4	$2.37K	Buy	295 +63	+27%	+$401	﹤0.01%	1197
2022 Q3	$1K	Hold	232	–	–	﹤0.01%	1570
2022 Q2	$1K	Buy	+232	New	+$1.4K	﹤0.01%	1596
2021 Q4	$11K	Buy	1,562 +757	+94%	+$5.13K	﹤0.01%	471
2021 Q3	$6K	Buy	+805	New	+$5.6K	﹤0.01%	661

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

Bell Investment Advisors's SMFG Position: Q2 2026 in Review

Bell Investment Advisors 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 384 shares worth $9.05K. The position accounts for ﹤0.01% of the portfolio, ranked #741.

Bell Investment Advisors first reported a position in SMFG in Q3 2021 and has held it in 19 quarters since. The position peaked at $11K in Q4 2021. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Bell Investment Advisors held 384 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $9.05K as of Q2 2026.
Bell Investment Advisors 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 Bell Investment Advisors's portfolio in Q2 2026, its #741 holding.
Bell Investment Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $11K in Q4 2021.
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 Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.