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

Capital Fund Management (CFM)’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
2025 Q4	–	Sell	-62,898	Closed	-$1.05M	–	2640
2025 Q3	$1.05M	Buy	+62,898	New	+$1.01M	﹤0.01%	2086
2024 Q2	–	Sell	-202,410	Closed	-$2.38M	–	2144
2024 Q1	$2.38M	Buy	202,410 +314	+0.2%	+$3.37K	0.01%	1366
2023 Q4	$1.96M	Buy	202,096 +51,986	+35%	+$504K	0.01%	1546
2023 Q3	$1.48M	Buy	+150,110	New	+$1.39M	0.01%	1500
2019 Q3	–	Sell	-17,100	Closed	-$121K	–	1868
2019 Q2	$121K	Buy	+17,100	New	+$121K	﹤0.01%	1551
2018 Q3	–	Sell	-17,700	Closed	-$138K	–	2239
2018 Q2	$138K	Buy	+17,700	New	+$147K	﹤0.01%	1921
2017 Q2	–	Sell	-10,530	Closed	-$76K	–	1706
2017 Q1	$76K	Sell	10,530 -39,332	-79%	-$305K	﹤0.01%	1415
2016 Q4	$381K	Buy	+49,862	New	+$362K	﹤0.01%	1357

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Capital Fund Management (CFM)'s SMFG Position: Q4 2025 in Review

Capital Fund Management (CFM) sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q4 2025, closing a stake of 62,898 shares — an estimated $1.05M sold.

Capital Fund Management (CFM) first reported a position in SMFG in Q4 2016 and held it in 8 quarters. The position peaked at $2.38M in Q1 2024. 423 funds tracked by Wall St. Rank hold SMFG as of Q4 2025.

Capital Fund Management (CFM) reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q4 2025 after selling out during the quarter.
Capital Fund Management (CFM) sold 62,898 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q4 2025, an estimated $1.05M.
Capital Fund Management (CFM) first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2016 and held it in 8 quarters.
Capital Fund Management (CFM)'s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $2.38M in Q1 2024.
423 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 Q4 2025.

Based on Capital Fund Management (CFM)'s 13F filing for Q4 2025, filed 17 Feb 2026.