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

Drive Wealth 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
2026 Q2	$561K	Buy	23,514 +1,739	+8%	+$38.6K	0.1%	165
2026 Q1	$430K	Sell	21,775 -2,642	-11%	-$55.5K	0.09%	187
2025 Q4	$472K	Buy	24,417 +3,137	+15%	+$54.4K	0.09%	171
2025 Q3	$356K	Buy	21,280 +320	+2%	+$5.13K	0.08%	210
2025 Q2	$322K	Sell	20,960 -101	-0.5%	-$1.45K	0.07%	227
2025 Q1	$326K	Sell	21,061 -534	-2%	-$8.12K	0.08%	205
2024 Q4	$313K	Buy	21,595 +572	+3%	+$7.86K	0.08%	210
2024 Q3	$266K	Buy	21,023 +185	+0.9%	+$2.44K	0.07%	238
2024 Q2	$279K	Buy	20,838 +422	+2%	+$5.11K	0.08%	215
2024 Q1	$240K	Buy	20,416 +1,354	+7%	+$14.5K	0.07%	252
2023 Q4	$185K	Buy	19,062 +1,314	+7%	+$12.7K	0.06%	275
2023 Q3	$175K	Buy	17,748 +2,343	+15%	+$21.7K	0.06%	249
2023 Q2	$135K	Buy	15,405 +1,834	+14%	+$15.2K	0.05%	260
2023 Q1	$109K	Sell	13,571 -429	-3%	-$3.63K	0.05%	277
2022 Q4	$112K	Buy	14,000 +624	+5%	+$3.97K	0.06%	237
2022 Q3	$74K	Buy	+13,376	New	+$80.7K	0.07%	152

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

Drive Wealth Management's SMFG Position: Q2 2026 in Review

Drive Wealth Management increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 8% in Q2 2026, buying an estimated $38.6K and bringing the position to 23,514 shares worth $561K. The position accounts for 0.1% of the portfolio, ranked #165.

Drive Wealth Management first reported a position in SMFG in Q3 2022 and has held it in 16 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Drive Wealth Management held 23,514 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $561K as of Q2 2026.
Drive Wealth Management bought 1,739 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $38.6K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.1% of Drive Wealth Management's portfolio in Q2 2026, its #165 holding.
Drive Wealth Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2022 and has held it in 16 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 Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.