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

CVA Family Office’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	$2.71K	Hold	115	–	–	﹤0.01%	1460
2026 Q1	$2.27K	Hold	115	–	–	﹤0.01%	1493
2025 Q4	$2.22K	Hold	115	–	–	﹤0.01%	975
2025 Q3	$1.93K	Hold	115	–	–	﹤0.01%	1012
2025 Q2	$1.74K	Hold	115	–	–	﹤0.01%	1011
2025 Q1	$1.78K	Hold	115	–	–	﹤0.01%	1027
2024 Q4	$1.67K	Hold	115	–	–	﹤0.01%	1017
2024 Q3	$1.45K	Hold	115	–	–	﹤0.01%	1021
2024 Q2	$1.54K	Hold	115	–	–	﹤0.01%	1006
2024 Q1	$1.35K	Hold	115	–	–	﹤0.01%	971
2023 Q4	$1.11K	Buy	+115	New	+$1.11K	﹤0.01%	975

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

CVA Family Office's SMFG Position: Q2 2026 in Review

CVA Family Office 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 115 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1460.

CVA Family Office first reported a position in SMFG in Q4 2023 and has held it in 11 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

CVA Family Office held 115 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $2.71K as of Q2 2026.
CVA Family Office 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 CVA Family Office's portfolio in Q2 2026, its #1460 holding.
CVA Family Office first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2023 and has held it in 11 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 CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.