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

EP Wealth 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	$548K	Buy	23,250 +4,303	+23%	+$95.6K	﹤0.01%	988
2026 Q1	$374K	Buy	18,947 +6,258	+49%	+$131K	﹤0.01%	1044
2025 Q4	$245K	Buy	+12,689	New	+$220K	﹤0.01%	1256
2025 Q2	$182K	Buy	+12,025	New	+$173K	﹤0.01%	1280
2022 Q3	–	Sell	-26,387	Closed	-$156K	–	591
2022 Q2	$156K	Buy	26,387 +7,276	+38%	+$44K	﹤0.01%	604
2022 Q1	$120K	Buy	19,111 +2,713	+17%	+$19.3K	﹤0.01%	615
2021 Q4	$111K	Sell	16,398 -116	-0.7%	-$786	﹤0.01%	535
2021 Q3	$116K	Buy	16,514 +2,793	+20%	+$19.4K	﹤0.01%	520
2021 Q2	$95K	Buy	13,721 +2,722	+25%	+$19.5K	﹤0.01%	529
2021 Q1	$80K	Buy	+10,999	New	+$76.6K	﹤0.01%	485
2020 Q3	–	Sell	-10,038	Closed	-$56K	–	373
2020 Q2	$56K	Buy	+10,038	New	+$54.2K	﹤0.01%	366

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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 $348B AUM 26.9% 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 $229B AUM 33.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

EP Wealth Advisors's SMFG Position: Q2 2026 in Review

EP Wealth Advisors increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 23% in Q2 2026, buying an estimated $95.6K and bringing the position to 23,250 shares worth $548K. The position accounts for ﹤0.01% of the portfolio, ranked #988.

EP Wealth Advisors first reported a position in SMFG in Q2 2020 and has held it in 11 quarters since. 466 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

EP Wealth Advisors held 23,250 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $548K as of Q2 2026.
EP Wealth Advisors bought 4,303 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $95.6K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #988 holding.
EP Wealth Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2020 and has held it in 11 quarters since.
466 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 EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.