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

Cambridge Investment Research 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	$294K	Buy	12,451 +285	+2%	+$6.33K	﹤0.01%	3467
2026 Q1	$240K	Sell	12,166 -205	-2%	-$4.31K	﹤0.01%	3496
2025 Q4	$239K	Buy	+12,371	New	+$214K	﹤0.01%	3419
2020 Q2	–	Sell	-13,606	Closed	-$65K	–	2509
2020 Q1	$65K	Sell	13,606 -50	-0.4%	-$322	﹤0.01%	2165
2019 Q4	$101K	Buy	+13,656	New	+$98.3K	﹤0.01%	2310
2019 Q3	–	Sell	-10,877	Closed	-$77K	–	2404
2019 Q2	$77K	Buy	+10,877	New	+$77K	﹤0.01%	2123
2019 Q1	–	Sell	-10,474	Closed	-$68K	–	2349
2018 Q4	$68K	Sell	10,474 -1,492	-12%	-$11.1K	﹤0.01%	2064
2018 Q3	$96K	Buy	11,966 +55	+0.5%	+$435	﹤0.01%	2153
2018 Q2	$93K	Buy	11,911 +570	+5%	+$4.74K	﹤0.01%	2114
2018 Q1	$96K	Buy	11,341 +527	+5%	+$4.71K	﹤0.01%	2057
2017 Q4	$94K	Buy	+10,814	New	+$87.6K	﹤0.01%	2033

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

Cambridge Investment Research Advisors's SMFG Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 2.3% in Q2 2026, buying an estimated $6.33K and bringing the position to 12,451 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #3467.

Cambridge Investment Research Advisors first reported a position in SMFG in Q4 2017 and has held it in 11 quarters since. 463 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Cambridge Investment Research Advisors held 12,451 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $294K as of Q2 2026.
Cambridge Investment Research Advisors bought 285 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $6.33K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3467 holding.
Cambridge Investment Research Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2017 and has held it in 11 quarters since.
463 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 Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.