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

Eagle Global 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	$7.55M	Buy	320,000 +26,000	+9%	+$577K	0.25%	78
2026 Q1	$5.81M	Sell	294,000 -5,000	-2%	-$105K	0.21%	87
2025 Q4	$5.78M	Sell	299,000 -6,000	-2%	-$104K	0.21%	87
2025 Q3	$5.11M	Sell	305,000 -6,000	-2%	-$96.1K	0.2%	89
2025 Q2	$4.7M	Hold	311,000	–	–	0.19%	90
2025 Q1	$4.81M	Sell	311,000 -25,000	-7%	-$380K	0.2%	83
2024 Q4	$4.87M	Hold	336,000	–	–	0.2%	85
2024 Q3	$4.24M	Buy	336,000 +54,000	+19%	+$713K	0.21%	83
2024 Q2	$3.78M	Buy	282,000 +12,000	+4%	+$145K	0.2%	86
2024 Q1	$3.18M	Buy	270,000 +60,000	+29%	+$644K	0.18%	90
2023 Q4	$2.03M	Buy	210,000 +6,000	+3%	+$58.2K	0.12%	121
2023 Q3	$2.01M	Hold	204,000	–	–	0.13%	110
2023 Q2	$1.75M	Buy	+204,000	New	+$1.69M	0.12%	120
2016 Q1	–	Sell	-201,326	Closed	-$1.53M	–	394
2015 Q4	$1.53M	Buy	+201,326	New	+$1.58M	0.05%	140
2015 Q1	–	Sell	-121,050	Closed	-$881K	–	382
2014 Q4	$881K	Sell	121,050 -718,597	-86%	-$5.45M	0.02%	173
2014 Q3	$6.88M	Sell	839,647 -2,511	-0.3%	-$20.6K	0.17%	90
2014 Q2	$7.13M	Sell	842,158 -8,825	-1%	-$72.7K	0.18%	85
2014 Q1	$7.36M	Sell	850,983 -55,067	-6%	-$515K	0.23%	78
2013 Q4	$9.5M	Buy	906,050 +2,047	+0.2%	+$20.4K	0.3%	60
2013 Q3	$8.8M	Sell	904,003 -16,207	-2%	-$154K	0.31%	56
2013 Q2	$8.48M	Buy	+920,210	New	+$8.22M	0.32%	53

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

Eagle Global Advisors's SMFG Position: Q2 2026 in Review

Eagle Global Advisors increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 8.8% in Q2 2026, buying an estimated $577K and bringing the position to 320,000 shares worth $7.55M. The position accounts for 0.25% of the portfolio, ranked #78.

Eagle Global Advisors first reported a position in SMFG in Q2 2013 and has held it in 21 quarters since. The position peaked at $9.5M in Q4 2013. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Eagle Global Advisors held 320,000 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $7.55M as of Q2 2026.
Eagle Global Advisors bought 26,000 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $577K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.25% of Eagle Global Advisors's portfolio in Q2 2026, its #78 holding.
Eagle Global Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2013 and has held it in 21 quarters since.
Eagle Global Advisors's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $9.5M in Q4 2013.
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 Eagle Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.