Dorsey Wright & Associates’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Dorsey Wright & Associates’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	$2.16M	Sell	91,502 -36,726	-29%	-$816K	0.37%	71
2026 Q1	$2.53M	Buy	128,228 +36,069	+39%	+$758K	0.31%	79
2025 Q4	$1.78M	Buy	92,159 +3,969	+5%	+$68.8K	0.39%	80
2025 Q3	$1.48M	Sell	88,190 -9,119	-9%	-$146K	0.33%	87
2025 Q2	$1.47M	Sell	97,309 -62,053	-39%	-$892K	0.35%	92
2025 Q1	$2.46M	Sell	159,362 -18,883	-11%	-$287K	0.63%	72
2024 Q4	$2.58M	Sell	178,245 -51,313	-22%	-$705K	0.62%	68
2024 Q3	$2.9M	Buy	229,558 +24,108	+12%	+$318K	0.69%	68
2024 Q2	$2.76M	Sell	205,450 -2,945	-1%	-$35.7K	0.72%	63
2024 Q1	$2.45M	Sell	208,395 -5,304	-2%	-$56.9K	0.64%	76
2023 Q4	$2.07M	Buy	+213,699	New	+$2.07M	0.63%	77

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

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

Dorsey Wright & Associates's SMFG Position: Q2 2026 in Review

Dorsey Wright & Associates reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 29% in Q2 2026, selling an estimated $816K and leaving 91,502 shares worth $2.16M. The position accounts for 0.37% of the portfolio, ranked #71.

Dorsey Wright & Associates first reported a position in SMFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.9M in Q3 2024. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Dorsey Wright & Associates held 91,502 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $2.16M as of Q2 2026.
Dorsey Wright & Associates sold 36,726 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $816K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.37% of Dorsey Wright & Associates's portfolio in Q2 2026, its #71 holding.
Dorsey Wright & Associates 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.
Dorsey Wright & Associates's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $2.9M in Q3 2024.
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 Dorsey Wright & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.