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

Capricorn Fund Managers’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 Q3	$2.19M	Buy	+84,500	New	+$2.19M	0.21%	99
2023 Q4	–	Sell	-920,334	Closed	-$9.07M	–	84
2023 Q3	$9.07M	Buy	+920,334	New	+$8.51M	3.15%	6
2023 Q2	–	Sell	-483,405	Closed	-$3.87M	–	103
2023 Q1	$3.87M	Buy	+483,405	New	+$4.09M	1.18%	29
2022 Q4	–	Sell	-870,220	Closed	-$4.79M	–	102
2022 Q3	$4.79M	Sell	870,220 -134,992	-13%	-$814K	1.5%	17
2022 Q2	$5.93M	Buy	+1,005,212	New	+$6.07M	1.08%	22

Other funds holding SMFG

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Capricorn Fund Managers's SMFG Position: Q3 2026 in Review

Capricorn Fund Managers opened a new position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q3 2026: 84,500 shares worth $2.19M. The stake represents 0.21% of the portfolio and ranks #99 among its holdings. This is a return to the name: Capricorn Fund Managers previously reported a position in SMFG as recently as Q3 2023.

Capricorn Fund Managers first reported a position in SMFG in Q2 2022 and has held it in 5 quarters since. The position peaked at $9.07M in Q3 2023. 409 funds tracked by Wall St. Rank hold SMFG as of Q3 2026.

Capricorn Fund Managers held 84,500 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $2.19M as of Q3 2026.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) was a new Capricorn Fund Managers position in Q3 2026.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.21% of Capricorn Fund Managers's portfolio in Q3 2026, its #99 holding.
Capricorn Fund Managers first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2022 and has held it in 5 quarters since.
Capricorn Fund Managers's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $9.07M in Q3 2023.
409 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 Q3 2026.

Based on Capricorn Fund Managers's 13F filing for Q3 2026, filed 3 Nov 2026.