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

Financial Management Professionals’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 Q3	$18.2K	Sell	702 -439	-38%	-$11.4K	﹤0.01%	482
2026 Q2	$27.3K	Sell	1,141 -86	-7%	-$1.91K	﹤0.01%	383
2026 Q1	$24.2K	Sell	1,227 -230	-16%	-$4.83K	﹤0.01%	365
2025 Q4	$28.2K	Hold	1,457	–	–	﹤0.01%	330
2025 Q3	$24.4K	Sell	1,457 -69	-5%	-$1.1K	﹤0.01%	358
2025 Q2	$23.1K	Sell	1,526 -878	-37%	-$12.6K	﹤0.01%	390
2025 Q1	$37.2K	Buy	2,404 +1,127	+88%	+$17.1K	﹤0.01%	304
2024 Q4	$18.5K	Hold	1,277	–	–	﹤0.01%	421
2024 Q3	$16K	Buy	1,277 +195	+18%	+$2.58K	﹤0.01%	453
2024 Q2	$15K	Buy	1,082 +243	+29%	+$2.94K	﹤0.01%	433
2024 Q1	$10K	Hold	839	–	–	﹤0.01%	544
2023 Q4	$8K	Buy	839 +26	+3%	+$252	﹤0.01%	585
2023 Q3	$8K	Sell	813 -360	-31%	-$3.33K	﹤0.01%	536
2023 Q2	$10K	Sell	1,173 -104	-8%	-$859	﹤0.01%	541
2023 Q1	$10K	Buy	1,277 +146	+13%	+$1.24K	﹤0.01%	569
2022 Q4	$9K	Sell	1,131 -222	-16%	-$1.41K	﹤0.01%	534
2022 Q3	$7K	Hold	1,353	–	–	﹤0.01%	553
2022 Q2	$8K	Sell	1,353 -215	-14%	-$1.3K	﹤0.01%	542
2022 Q1	$10K	Buy	1,568 +168	+12%	+$1.2K	﹤0.01%	532
2021 Q4	$10K	Buy	+1,400	New	+$9.48K	﹤0.01%	487

Other funds holding SMFG

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 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

Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Financial Management Professionals's SMFG Position: Q3 2026 in Review

Financial Management Professionals reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 38% in Q3 2026, selling an estimated $11.4K and leaving 702 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #482.

Financial Management Professionals first reported a position in SMFG in Q4 2021 and has held it in 20 quarters since. The position peaked at $37.2K in Q1 2025. 409 funds tracked by Wall St. Rank hold SMFG as of Q3 2026.

Financial Management Professionals held 702 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $18.2K as of Q3 2026.
Financial Management Professionals sold 439 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2026, an estimated $11.4K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Financial Management Professionals's portfolio in Q3 2026, its #482 holding.
Financial Management Professionals 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 20 quarters since.
Financial Management Professionals's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $37.2K in Q1 2025.
409 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 Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.