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

Boston Partners’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	$11.1M	Buy	468,247 +31,088	+7%	+$690K	0.01%	442
2026 Q1	$8.65M	Sell	437,159 -46,402	-10%	-$975K	0.01%	437
2025 Q4	$9.38M	Sell	483,561 -34,452	-7%	-$597K	0.01%	431
2025 Q3	$8.66M	Buy	518,013 +99,623	+24%	+$1.6M	0.01%	430
2025 Q2	$6.32M	Sell	418,390 -3,093	-0.7%	-$44.5K	0.01%	429
2025 Q1	$6.47M	Buy	421,483 +73,299	+21%	+$1.11M	0.01%	421
2024 Q4	$5.05M	Buy	348,184 +199,616	+134%	+$2.74M	0.01%	437
2024 Q3	$1.88M	Sell	148,568 -95,985	-39%	-$1.27M	﹤0.01%	522
2024 Q2	$3.28M	Sell	244,553 -7,044	-3%	-$85.3K	﹤0.01%	461
2024 Q1	$2.96M	Buy	251,597 +90,959	+57%	+$976K	﹤0.01%	473
2023 Q4	$1.55M	Buy	160,638 +4,324	+3%	+$41.9K	﹤0.01%	521
2023 Q3	$1.54M	Sell	156,314 -141,761	-48%	-$1.31M	﹤0.01%	513
2023 Q2	$2.56M	Buy	298,075 +269,013	+926%	+$2.22M	﹤0.01%	463
2023 Q1	$233K	Buy	+29,062	New	+$246K	﹤0.01%	663
2022 Q3	–	Sell	-23,294	Closed	-$137K	–	756
2022 Q2	$137K	Buy	23,294 +1,676	+8%	+$10.1K	﹤0.01%	684
2022 Q1	$136K	Buy	21,618 +9,393	+77%	+$66.9K	﹤0.01%	691
2021 Q4	$83K	Buy	12,225 +2,138	+21%	+$14.5K	﹤0.01%	681
2021 Q3	$71K	Sell	10,087 -2,146	-18%	-$14.9K	﹤0.01%	664
2021 Q2	$84K	Buy	12,233 +1,386	+13%	+$9.94K	﹤0.01%	646
2021 Q1	$79K	Buy	+10,847	New	+$75.6K	﹤0.01%	645
2020 Q1	–	Sell	-6,810	Closed	-$50K	–	732
2019 Q4	$50K	Sell	6,810 -4,406	-39%	-$31.7K	﹤0.01%	676
2019 Q3	$77K	Sell	11,216 -3,776	-25%	-$25.8K	﹤0.01%	671
2019 Q2	$106K	Hold	14,992	–	–	﹤0.01%	657
2019 Q1	$105K	Buy	+14,992	New	+$107K	﹤0.01%	678

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

Boston Partners's SMFG Position: Q2 2026 in Review

Boston Partners increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 7.1% in Q2 2026, buying an estimated $690K and bringing the position to 468,247 shares worth $11.1M. The position accounts for 0.01% of the portfolio, ranked #442.

Boston Partners first reported a position in SMFG in Q1 2019 and has held it in 24 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Boston Partners held 468,247 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $11.1M as of Q2 2026.
Boston Partners bought 31,088 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $690K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.01% of Boston Partners's portfolio in Q2 2026, its #442 holding.
Boston Partners first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2019 and has held it in 24 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 Boston Partners's 13F filing for Q2 2026, filed 4 Aug 2026.