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

Cornerstone Planning 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	$45.3K	Sell	1,737 -150	-8%	-$3.33K	0.01%	425
2026 Q1	$40K	Buy	1,887 +295	+19%	+$6.2K	0.01%	458
2025 Q4	$33.4K	Buy	1,592 +1,543	+3,149%	+$26.7K	0.01%	441
2025 Q3	$6.02K	Sell	49 -817	-94%	-$13.1K	﹤0.01%	901
2025 Q2	$13.2K	Buy	866 +133	+18%	+$1.91K	﹤0.01%	496
2025 Q1	$10K	Hold	733	–	–	﹤0.01%	566
2024 Q4	$10.9K	Buy	733 +158	+27%	+$2.17K	﹤0.01%	413
2024 Q3	$7.31K	Buy	575 +55	+11%	+$726	﹤0.01%	483
2024 Q2	$6.28K	Buy	520 +297	+133%	+$3.6K	﹤0.01%	527
2024 Q1	$2.58K	Buy	223 +191	+597%	+$2.05K	﹤0.01%	617
2023 Q4	$310	Hold	32	–	–	﹤0.01%	828
2023 Q3	$315	Buy	+32	New	+$296	﹤0.01%	968

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

Cornerstone Planning Group's SMFG Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 7.9% in Q2 2026, selling an estimated $3.33K and leaving 1,737 shares worth $45.3K. The position accounts for 0.01% of the portfolio, ranked #425.

Cornerstone Planning Group first reported a position in SMFG in Q3 2023 and has held it in 12 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Cornerstone Planning Group held 1,737 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $45.3K as of Q2 2026.
Cornerstone Planning Group sold 150 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $3.33K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #425 holding.
Cornerstone Planning Group first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2023 and has held it in 12 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 Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.