CG
SMFG icon

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

Caprock Group’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 		$3.56M Buy
149,157
+2,516
+2% +$55.9K 0.07% 237
2026
Q1 		$2.9M Sell
146,641
-7,234
-5% -$152K 0.07% 242
2025
Q4 		$2.97M Buy
153,875
+2,543
+2% +$44.1K 0.06% 270
2025
Q3 		$2.48M Buy
+151,332
New +$2.42M 0.06% 289
2025
Q1 		$2.39M Buy
154,903
+24,133
+18% +$367K 0.07% 247
2024
Q4 		$1.89M Buy
130,770
+1,927
+1% +$26.5K 0.06% 277
2024
Q3 		$1.63M Sell
128,843
-4,998
-4% -$66K 0.06% 287
2024
Q2 		$1.8M Buy
133,841
+85,204
+175% +$1.03M 0.07% 233
2024
Q1 		$572K Buy
48,637
+71
+0.1% +$762 0.03% 366
2023
Q4 		$470K Buy
48,566
+6,578
+16% +$63.8K 0.03% 402
2023
Q3 		$414K Buy
41,988
+14,552
+53% +$135K 0.03% 407
2023
Q2 		$241K Buy
27,436
+1,041
+4% +$8.6K 0.02% 563
2023
Q1 		$211K Buy
26,395
+16,368
+163% +$139K 0.02% 586
2022
Q4 		$80.4K Buy
+10,027
New +$63.9K 0.01% 540
2021
Q4 		– Sell
-12,225
Closed -$86K – 618
2021
Q3 		$86K Sell
12,225
-1,146
-9% -$7.97K 0.01% 525
2021
Q2 		$94K Buy
13,371
+1,440
+12% +$10.3K 0.01% 514
2021
Q1 		$86K Sell
11,931
-79
-0.7% -$550 0.01% 482
2020
Q4 		$74K Sell
12,010
-13,073
-52% -$76.7K 0.01% 470
2020
Q3 		$140K Buy
25,083
+1,843
+8% +$10.6K 0.02% 377
2020
Q2 		$136K Sell
23,240
-5,597
-19% -$30.2K 0.02% 388
2020
Q1 		$138K Buy
28,837
+11,187
+63% +$72.1K 0.03% 321
2019
Q4 		$131K Sell
17,650
-10,833
-38% -$77.9K 0.02% 345
2019
Q3 		$195K Sell
28,483
-3,285
-10% -$22.4K 0.04% 323
2019
Q2 		$228K Sell
31,768
-10,077
-24% -$71.3K 0.04% 280
2019
Q1 		$294K Sell
41,845
-994
-2% -$7.11K 0.06% 268
2018
Q4 		$279K Buy
42,839
+4,108
+11% +$30.7K 0.06% 253
2018
Q3 		$311K Buy
38,731
+1,670
+5% +$13.2K 0.06% 269
2018
Q2 		$295K Sell
37,061
-3,345
-8% -$27.8K 0.06% 289
2018
Q1 		$343K Buy
40,406
+12,855
+47% +$115K 0.07% 243
2017
Q4 		$262K Buy
27,551
+571
+2% +$4.63K 0.05% 337
2017
Q3 		$208K Buy
26,980
+2,110
+8% +$16.1K 0.04% 402
2017
Q2 		$198K Buy
+24,870
New +$185K 0.04% 391

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Caprock Group's SMFG Position: Q2 2026 in Review

Caprock Group increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 1.7% in Q2 2026, buying an estimated $55.9K and bringing the position to 149,157 shares worth $3.56M. The position accounts for 0.07% of the portfolio, ranked #237.

Caprock Group first reported a position in SMFG in Q2 2017 and has held it in 32 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Caprock Group held 149,157 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $3.56M as of Q2 2026.
  • Caprock Group bought 2,516 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $55.9K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.07% of Caprock Group's portfolio in Q2 2026, its #237 holding.
  • Caprock Group first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2017 and has held it in 32 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 Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.