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

Crewe Advisors’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	$3.75K	Hold	159	–	–	﹤0.01%	922
2026 Q1	$3.14K	Hold	159	–	–	﹤0.01%	853
2025 Q4	$3.07K	Hold	159	–	–	﹤0.01%	815
2025 Q3	$2.66K	Buy	+159	New	+$2.55K	﹤0.01%	811
2020 Q4	–	Sell	-304	Closed	-$2K	–	624
2020 Q3	$2K	Buy	+304	New	+$1.74K	﹤0.01%	531

Other funds holding SMFG

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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 $348B AUM 26.9% 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 $551B AUM 33.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Crewe Advisors's SMFG Position: Q2 2026 in Review

Crewe Advisors held its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) position steady in Q2 2026 at 159 shares worth $3.75K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

Crewe Advisors first reported a position in SMFG in Q3 2020 and has held it in 5 quarters since. 465 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Crewe Advisors held 159 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $3.75K as of Q2 2026.
Crewe Advisors left its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) share count unchanged in Q2 2026.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #922 holding.
Crewe Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2020 and has held it in 5 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 Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.