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

Crossmark Global Holdings’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 		$11.2M Buy
476,543
+1,860
+0.4% +$41.3K 0.15% 150
2026
Q1 		$9.37M Buy
474,683
+11,775
+3% +$247K 0.14% 167
2025
Q4 		$8.95M Sell
462,908
-69,557
-13% -$1.21M 0.13% 176
2025
Q3 		$8.91M Buy
532,465
+22
+0% +$352 0.13% 177
2025
Q2 		$8.05M Buy
532,443
+33,841
+7% +$487K 0.13% 191
2025
Q1 		$7.71M Buy
498,602
+204
+0% +$3.1K 0.14% 181
2024
Q4 		$7.22M Buy
498,398
+4,421
+0.9% +$60.7K 0.13% 182
2024
Q3 		$6.24M Buy
493,977
+87,993
+22% +$1.16M 0.11% 218
2024
Q2 		$5.44M Sell
405,984
-12,808
-3% -$155K 0.1% 224
2024
Q1 		$4.93M Sell
418,792
-10,128
-2% -$109K 0.09% 237
2023
Q4 		$4.15M Buy
428,920
+3,440
+0.8% +$33.3K 0.09% 249
2023
Q3 		$4.24M Sell
425,480
-8,890
-2% -$82.2K 0.1% 232
2023
Q2 		$4.11M Sell
434,370
-12,859
-3% -$106K 0.09% 249
2023
Q1 		$3.58M Buy
447,229
+5,473
+1% +$46.3K 0.08% 264
2022
Q4 		$3.54M Sell
441,756
-27,520
-6% -$175K 0.09% 255
2022
Q3 		$2.58M Buy
469,276
+2,554
+0.5% +$15.4K 0.07% 292
2022
Q2 		$2.75M Buy
466,722
+4,168
+0.9% +$25.2K 0.07% 296
2022
Q1 		$2.9M Sell
462,554
-10,479
-2% -$74.6K 0.06% 303
2021
Q4 		$3.21M Sell
473,033
-1,384,682
-75% -$9.38M 0.07% 274
2021
Q3 		$13M Buy
1,857,715
+54,773
+3% +$381K 0.31% 79
2021
Q2 		$12.4M Buy
1,802,942
+1,170
+0.1% +$8.39K 0.29% 85
2021
Q1 		$13.1M Sell
1,801,772
-75,715
-4% -$527K 0.32% 70
2020
Q4 		$11.6M Sell
1,877,487
-6,857
-0.4% -$40.2K 0.29% 79
2020
Q3 		$10.5M Buy
1,884,344
+1,386,064
+278% +$7.94M 0.3% 84
2020
Q2 		$2.8M Buy
498,280
+20,156
+4% +$109K 0.08% 267
2020
Q1 		$2.29M Buy
478,124
+22,656
+5% +$146K 0.08% 259
2019
Q4 		$3.38M Sell
455,468
-1,329,072
-74% -$9.56M 0.09% 245
2019
Q3 		$12.2M Sell
1,784,540
-95,449
-5% -$652K 0.36% 62
2019
Q2 		$13.3M Sell
1,879,989
-16,944
-0.9% -$120K 0.37% 55
2019
Q1 		$13.3M Buy
1,896,933
+7,192
+0.4% +$51.4K 0.38% 53
2018
Q4 		$12.3M Sell
1,889,741
-9,891
-0.5% -$73.8K 0.38% 55
2018
Q3 		$15.3M Buy
1,899,632
+158,644
+9% +$1.25M 0.39% 49
2018
Q2 		$13.5M Sell
1,740,988
-121,413
-7% -$1.01M 0.36% 50
2018
Q1 		$15.8M Sell
1,862,401
-67,616
-4% -$604K 0.41% 44
2017
Q4 		$16.8M Buy
1,930,017
+28,220
+1% +$229K 0.4% 45
2017
Q3 		$14.7M Buy
+1,901,797
New +$14.5M 0.38% 50
2016
Q3 		$14.7M Buy
+1,901,797
New +$12.3M 0.38% 50

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Crossmark Global Holdings's SMFG Position: Q2 2026 in Review

Crossmark Global Holdings increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 0.39% in Q2 2026, buying an estimated $41.3K and bringing the position to 476,543 shares worth $11.2M. The position accounts for 0.15% of the portfolio, ranked #150.

Crossmark Global Holdings first reported a position in SMFG in Q3 2016 and has held it in 37 quarters since. The position peaked at $16.8M in Q4 2017. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Crossmark Global Holdings held 476,543 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $11.2M as of Q2 2026.
  • Crossmark Global Holdings bought 1,860 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $41.3K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.15% of Crossmark Global Holdings's portfolio in Q2 2026, its #150 holding.
  • Crossmark Global Holdings first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2016 and has held it in 37 quarters since.
  • Crossmark Global Holdings's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $16.8M in Q4 2017.
  • 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 Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.