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

Choreo LLC’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	$1.92M	Buy	81,395 +4,285	+6%	+$95.2K	0.02%	421
2026 Q1	$1.52M	Buy	77,110 +6,455	+9%	+$136K	0.02%	478
2025 Q4	$1.37M	Buy	70,655 +10,558	+18%	+$183K	0.02%	484
2025 Q3	$1.01M	Buy	60,097 +6,282	+12%	+$101K	0.01%	599
2025 Q2	$813K	Buy	53,815 +2,374	+5%	+$34.1K	0.01%	662
2025 Q1	$795K	Sell	51,441 -4,565	-8%	-$69.4K	0.01%	638
2024 Q4	$815K	Buy	56,006 +2,539	+5%	+$34.9K	0.01%	659
2024 Q3	$679K	Buy	53,467 +10,751	+25%	+$142K	0.01%	754
2024 Q2	$574K	Buy	+42,716	New	+$517K	0.01%	755

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

CCMG

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

Choreo LLC's SMFG Position: Q2 2026 in Review

Choreo LLC increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 5.6% in Q2 2026, buying an estimated $95.2K and bringing the position to 81,395 shares worth $1.92M. The position accounts for 0.02% of the portfolio, ranked #421.

Choreo LLC first reported a position in SMFG in Q2 2024 and has held it in 9 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Choreo LLC held 81,395 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $1.92M as of Q2 2026.
Choreo LLC bought 4,285 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $95.2K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.02% of Choreo LLC's portfolio in Q2 2026, its #421 holding.
Choreo LLC first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2024 and has held it in 9 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 Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.