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

Charles Schwab’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	$29.3M	Buy	1,244,470 +154,723	+14%	+$3.44M	﹤0.01%	1584
2026 Q1	$21.5M	Buy	1,089,747 +203,616	+23%	+$4.28M	﹤0.01%	1708
2025 Q4	$17.1M	Buy	886,131 +115,702	+15%	+$2.01M	﹤0.01%	1848
2025 Q3	$12.9M	Buy	770,429 +139,119	+22%	+$2.23M	﹤0.01%	1986
2025 Q2	$9.5M	Buy	631,310 +52,033	+9%	+$748K	﹤0.01%	2043
2025 Q1	$8.96M	Buy	579,277 +96,494	+20%	+$1.47M	﹤0.01%	2000
2024 Q4	$7M	Buy	482,783 +76,862	+19%	+$1.06M	﹤0.01%	2175
2024 Q3	$5.13M	Buy	405,921 +45,761	+13%	+$604K	﹤0.01%	2364
2024 Q2	$4.83M	Buy	360,160 +75,714	+27%	+$917K	﹤0.01%	2371
2024 Q1	$3.35M	Buy	284,446 +96,206	+51%	+$1.03M	﹤0.01%	2437
2023 Q4	$1.82M	Buy	188,240 +36,170	+24%	+$351K	﹤0.01%	2648
2023 Q3	$1.5M	Buy	152,070 +65,263	+75%	+$604K	﹤0.01%	2676
2023 Q2	$747K	Buy	86,807 +45,534	+110%	+$376K	﹤0.01%	2876
2023 Q1	$330K	Buy	41,273 +17,222	+72%	+$146K	﹤0.01%	3069
2022 Q4	$193K	Buy	+24,051	New	+$153K	﹤0.01%	3191

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

Charles Schwab's SMFG Position: Q2 2026 in Review

Charles Schwab increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 14% in Q2 2026, buying an estimated $3.44M and bringing the position to 1,244,470 shares worth $29.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1584.

Charles Schwab first reported a position in SMFG in Q4 2022 and has held it in 15 quarters since. 463 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Charles Schwab held 1,244,470 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $29.3M as of Q2 2026.
Charles Schwab bought 154,723 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $3.44M.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #1584 holding.
Charles Schwab first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2022 and has held it in 15 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 Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.