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

Corient Private Wealth’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	$2.24M	Sell	95,045 -10,027	-10%	-$223K	﹤0.01%	1328
2026 Q1	$2.04M	Buy	105,072 +9,506	+10%	+$200K	﹤0.01%	1252
2025 Q4	$1.85M	Buy	95,566 +1,716	+2%	+$29.7K	﹤0.01%	1198
2025 Q3	$1.57M	Buy	93,850 +3,223	+4%	+$51.6K	﹤0.01%	1184
2025 Q2	$1.37M	Sell	90,627 -1,940	-2%	-$27.9K	﹤0.01%	1213
2025 Q1	$1.43M	Buy	92,567 +2,386	+3%	+$36.3K	﹤0.01%	1117
2024 Q4	$1.31M	Sell	90,181 -2,039	-2%	-$28K	﹤0.01%	1190
2024 Q3	$1.16M	Buy	92,220 +2,199	+2%	+$29K	﹤0.01%	1330
2024 Q2	$1.21M	Sell	90,021 -1,310	-1%	-$15.9K	﹤0.01%	1253
2024 Q1	$1.07M	Sell	91,331 -344	-0.4%	-$3.69K	﹤0.01%	1295
2023 Q4	$887K	Sell	91,675 -8,685	-9%	-$84.2K	﹤0.01%	1328
2023 Q3	$983K	Buy	100,360 +490	+0.5%	+$4.53K	﹤0.01%	1190
2023 Q2	$852K	Buy	99,870 +2,044	+2%	+$16.9K	﹤0.01%	1214
2023 Q1	$783K	Buy	97,826 +43,730	+81%	+$370K	﹤0.01%	1189
2022 Q4	$434K	Buy	+54,096	New	+$345K	﹤0.01%	1193

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

Corient Private Wealth's SMFG Position: Q2 2026 in Review

Corient Private Wealth reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 9.5% in Q2 2026, selling an estimated $223K and leaving 95,045 shares worth $2.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

Corient Private Wealth first reported a position in SMFG in Q4 2022 and has held it in 15 quarters since. 465 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Corient Private Wealth held 95,045 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $2.24M as of Q2 2026.
Corient Private Wealth sold 10,027 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $223K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1328 holding.
Corient Private Wealth 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.
465 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 Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.