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

Ellevest Inc’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	$1.08M	Buy	45,842 +124	+0.3%	+$2.75K	0.13%	113
2026 Q1	$903K	Sell	45,718 -1,055	-2%	-$22.2K	0.13%	118
2025 Q4	$904K	Sell	46,773 -511	-1%	-$8.86K	0.13%	116
2025 Q3	$792K	Buy	47,284 +4,928	+12%	+$78.9K	0.11%	127
2025 Q2	$640K	Sell	42,356 -14,253	-25%	-$205K	0.1%	149
2025 Q1	$875K	Sell	56,609 -5,759	-9%	-$87.6K	0.06%	118
2024 Q4	$904K	Buy	62,368 +5,625	+10%	+$77.3K	0.05%	113
2024 Q3	$717K	Sell	56,743 -9,427	-14%	-$125K	0.04%	152
2024 Q2	$887K	Buy	66,170 +54,861	+485%	+$664K	0.05%	111
2024 Q1	$133K	Buy	11,309 +1,182	+12%	+$12.7K	0.01%	386
2023 Q4	$98K	Buy	+10,127	New	+$98.2K	0.01%	375
2023 Q2	–	Sell	-2,378	Closed	-$19K	–	1428
2023 Q1	$19K	Buy	+2,378	New	+$20.1K	﹤0.01%	852
2022 Q4	–	Sell	-162	Closed	-$1K	–	1950
2022 Q3	$1K	Hold	162	–	–	﹤0.01%	1517
2022 Q2	$1K	Sell	162 -729	-82%	-$4.4K	﹤0.01%	1317
2022 Q1	$6K	Sell	891 -715	-45%	-$5.09K	﹤0.01%	1004
2021 Q4	$11K	Sell	1,606 -8,553	-84%	-$57.9K	﹤0.01%	842
2021 Q3	$71K	Sell	10,159 -30,545	-75%	-$213K	0.01%	422
2021 Q2	$280K	Buy	40,704 +25,617	+170%	+$184K	0.03%	185
2021 Q1	$109K	Sell	15,087 -2,665	-15%	-$18.6K	0.01%	328
2020 Q4	$110K	Buy	17,752 +11,433	+181%	+$67.1K	0.02%	286
2020 Q3	$35K	Buy	6,319 +2,232	+55%	+$12.8K	0.01%	432
2020 Q2	$23K	Sell	4,087 -3,814	-48%	-$20.6K	﹤0.01%	475
2020 Q1	$38K	Buy	7,901 +3,383	+75%	+$21.8K	0.01%	289
2019 Q4	$33K	Buy	+4,518	New	+$32.5K	0.01%	297
2019 Q3	–	Sell	-804	Closed	-$6K	–	592
2019 Q2	$6K	Buy	+804	New	+$5.69K	﹤0.01%	291

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

Ellevest Inc's SMFG Position: Q2 2026 in Review

Ellevest Inc increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 0.27% in Q2 2026, buying an estimated $2.75K and bringing the position to 45,842 shares worth $1.08M. The position accounts for 0.13% of the portfolio, ranked #113.

Ellevest Inc first reported a position in SMFG in Q2 2019 and has held it in 25 quarters since. 463 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Ellevest Inc held 45,842 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $1.08M as of Q2 2026.
Ellevest Inc bought 124 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $2.75K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.13% of Ellevest Inc's portfolio in Q2 2026, its #113 holding.
Ellevest Inc first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2019 and has held it in 25 quarters since.
463 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 Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.