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

EverSource 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	$292K	Sell	12,385 -20,449	-62%	-$454K	0.01%	815
2026 Q1	$648K	Buy	32,834 +1,972	+6%	+$41.4K	0.02%	504
2025 Q4	$597K	Sell	30,862 -1,219	-4%	-$21.1K	0.02%	485
2025 Q3	$537K	Sell	32,081 -41	-0.1%	-$657	0.02%	474
2025 Q2	$485K	Buy	32,122 +24,384	+315%	+$351K	0.02%	465
2025 Q1	$120K	Sell	7,738 -8,580	-53%	-$131K	0.01%	846
2024 Q4	$236K	Buy	16,318 +14,016	+609%	+$193K	0.01%	592
2024 Q3	$29.1K	Buy	2,302 +40	+2%	+$528	﹤0.01%	1297
2024 Q2	$32.7K	Sell	2,262 -284	-11%	-$3.44K	﹤0.01%	1286
2024 Q1	$28.8K	Buy	2,546 +697	+38%	+$7.48K	﹤0.01%	1201
2023 Q4	$17.9K	Buy	1,849 +152	+9%	+$1.47K	﹤0.01%	1286
2023 Q3	$16.7K	Sell	1,697 -78	-4%	-$721	﹤0.01%	1196
2023 Q2	$15.3K	Sell	1,775 -105	-6%	-$867	﹤0.01%	1255
2023 Q1	$15K	Hold	1,880	–	–	﹤0.01%	1195
2022 Q4	$15.1K	Sell	1,880 -2,818	-60%	-$17.9K	﹤0.01%	1170
2022 Q3	$26K	Buy	4,698 +4,327	+1,166%	+$26.1K	0.01%	825
2022 Q2	$2K	Sell	371 -1,304	-78%	-$7.88K	﹤0.01%	1562
2022 Q1	$11K	Buy	1,675 +185	+12%	+$1.32K	﹤0.01%	948
2021 Q4	$10K	Buy	+1,490	New	+$10.1K	﹤0.01%	974

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

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

EverSource Wealth Advisors reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 62% in Q2 2026, selling an estimated $454K and leaving 12,385 shares worth $292K. The position accounts for 0.01% of the portfolio, ranked #815.

EverSource Wealth Advisors first reported a position in SMFG in Q4 2021 and has held it in 19 quarters since. The position peaked at $648K in Q1 2026. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

EverSource Wealth Advisors held 12,385 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $292K as of Q2 2026.
EverSource Wealth Advisors sold 20,449 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $454K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #815 holding.
EverSource Wealth Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2021 and has held it in 19 quarters since.
EverSource Wealth Advisors's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $648K in Q1 2026.
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 EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.