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

Forum Financial Management’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 Q1	–	Sell	-209,587	Closed	-$4.05M	–	882
2025 Q4	$4.05M	Hold	209,587	–	–	0.05%	78
2025 Q3	$3.51M	Hold	209,587	–	–	0.05%	84
2025 Q2	$3.17M	Sell	209,587 -12,533	-6%	-$180K	0.05%	84
2025 Q1	$3.43M	Hold	222,120	–	–	0.06%	72
2024 Q4	$3.22M	Buy	222,120 +28,997	+15%	+$398K	0.05%	75
2024 Q3	$2.44M	Hold	193,123	–	–	0.04%	86
2024 Q2	$2.59M	Hold	193,123	–	–	0.05%	71
2024 Q1	$2.27M	Buy	193,123 +4,310	+2%	+$46.2K	0.04%	97
2023 Q4	$1.83M	Buy	188,813 +25,500	+16%	+$247K	0.03%	97
2023 Q3	$1.61M	Hold	163,313	–	–	0.04%	109
2023 Q2	$1.4M	Sell	163,313 -49	-0%	-$405	0.03%	119
2023 Q1	$1.31M	Buy	163,362 +31	+0%	+$262	0.04%	115
2022 Q4	$1.31M	Buy	163,331 +3,018	+2%	+$19.2K	0.04%	105
2022 Q3	$882K	Hold	160,313	–	–	0.04%	126
2022 Q2	$946K	Hold	160,313	–	–	0.05%	129
2022 Q1	$1M	Hold	160,313	–	–	0.05%	124
2021 Q4	$1.09M	Buy	+160,313	New	+$1.09M	0.06%	114

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Forum Financial Management's SMFG Position: Q1 2026 in Review

Forum Financial Management sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q1 2026, closing a stake of 209,587 shares — an estimated $4.05M sold.

Forum Financial Management first reported a position in SMFG in Q4 2021 and held it in 17 quarters. The position peaked at $4.05M in Q4 2025. 444 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

Forum Financial Management reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 209,587 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q1 2026, an estimated $4.05M.
Forum Financial Management 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 held it in 17 quarters.
Forum Financial Management's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $4.05M in Q4 2025.
444 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 Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.