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

Creekmur Asset Management’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
2025 Q3	$382	Hold	23	–	–	﹤0.01%	680
2025 Q2	$340	Buy	+23	New	+$331	﹤0.01%	696
2025 Q1	–	Sell	-398	Closed	-$5.77K	–	960
2024 Q4	$5.77K	Hold	398	–	–	﹤0.01%	479
2024 Q3	$5.03K	Hold	398	–	–	﹤0.01%	535
2024 Q2	$5.34K	Buy	+398	New	+$4.82K	﹤0.01%	577

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Creekmur Asset Management's SMFG Position: Q3 2025 in Review

Creekmur Asset Management held its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) position steady in Q3 2025 at 23 shares worth $382. The position accounts for ﹤0.01% of the portfolio, ranked #680.

Creekmur Asset Management first reported a position in SMFG in Q2 2024 and has held it in 5 quarters since. The position peaked at $5.77K in Q4 2024. 396 funds tracked by Wall St. Rank hold SMFG as of Q3 2025.

Creekmur Asset Management held 23 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $382 as of Q3 2025.
Creekmur Asset Management left its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) share count unchanged in Q3 2025.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #680 holding.
Creekmur Asset Management 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 5 quarters since.
Creekmur Asset Management's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $5.77K in Q4 2024.
396 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 Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.