Franklin Resources
SMFG icon

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

Franklin Resources’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 		$1.66M Sell
70,456
-12,094
-15% -$269K ﹤0.01% 2078
2026
Q1 		$1.63M Sell
82,550
-11,652
-12% -$245K ﹤0.01% 1981
2025
Q4 		$1.82M Sell
94,202
-4,699
-5% -$81.4K ﹤0.01% 1834
2025
Q3 		$1.66M Sell
98,901
-18,064
-15% -$289K ﹤0.01% 1853
2025
Q2 		$1.77M Buy
116,965
+14,477
+14% +$208K ﹤0.01% 1754
2025
Q1 		$1.58M Sell
102,488
-389,780
-79% -$5.93M ﹤0.01% 1780
2024
Q4 		$7.13M Sell
492,268
-4,897
-1% -$67.3K ﹤0.01% 1228
2024
Q3 		$6.54M Buy
497,165
+17,120
+4% +$226K ﹤0.01% 1265
2024
Q2 		$6.44M Sell
480,045
-79,427
-14% -$962K ﹤0.01% 1234
2024
Q1 		$6.58M Sell
559,472
-27,190
-5% -$292K ﹤0.01% 1227
2023
Q4 		$5.68M Sell
586,662
-15,014
-2% -$146K ﹤0.01% 1084
2023
Q3 		$5.93M Sell
601,676
-11,643
-2% -$108K ﹤0.01% 1041
2023
Q2 		$5.27M Buy
613,319
+2,181
+0.4% +$18K ﹤0.01% 1100
2023
Q1 		$4.89M Sell
611,138
-296,706
-33% -$2.51M ﹤0.01% 1096
2022
Q4 		$7.28M Buy
907,844
+5,582
+0.6% +$35.6K ﹤0.01% 1027
2022
Q3 		$4.96M Buy
902,262
+35,109
+4% +$212K ﹤0.01% 1089
2022
Q2 		$5.12M Sell
867,153
-319,668
-27% -$1.93M ﹤0.01% 1105
2022
Q1 		$7.44M Buy
1,186,821
+50,203
+4% +$358K ﹤0.01% 1082
2021
Q4 		$7.72M Buy
1,136,618
+88,790
+8% +$601K ﹤0.01% 1121
2021
Q3 		$7.34M Buy
1,047,828
+265,157
+34% +$1.85M ﹤0.01% 1123
2021
Q2 		$5.39M Sell
782,671
-360,947
-32% -$2.59M ﹤0.01% 1120
2021
Q1 		$8.29M Buy
1,143,618
+188,852
+20% +$1.32M ﹤0.01% 1016
2020
Q4 		$5.89M Buy
954,766
+133,684
+16% +$784K ﹤0.01% 1062
2020
Q3 		$4.59M Buy
821,082
+24,745
+3% +$142K ﹤0.01% 1063
2020
Q2 		$4.53M Sell
796,337
-69,788
-8% -$377K ﹤0.01% 1019
2020
Q1 		$4.15M Sell
866,125
-131,349
-13% -$846K ﹤0.01% 961
2019
Q4 		$7.39M Sell
997,474
-403,606
-29% -$2.9M ﹤0.01% 937
2019
Q3 		$9.5M Sell
1,401,080
-181,658
-11% -$1.24M 0.01% 892
2019
Q2 		$11.2M Buy
1,582,738
+98,424
+7% +$697K 0.01% 868
2019
Q1 		$10.4M Sell
1,484,314
-11,174
-0.7% -$79.9K 0.01% 866
2018
Q4 		$9.7M Buy
1,495,488
+289,829
+24% +$2.16M 0.01% 871
2018
Q3 		$9.7M Sell
1,205,659
-5,901
-0.5% -$46.6K ﹤0.01% 939
2018
Q2 		$9.41M Sell
1,211,560
-57,761
-5% -$480K ﹤0.01% 930
2018
Q1 		$10.8M Sell
1,269,321
-16,062
-1% -$144K 0.01% 909
2017
Q4 		$11.2M Buy
+1,285,383
New +$10.4M 0.01% 918
2015
Q2 		– Sell
-16,350
Closed -$127K – 1630
2015
Q1 		$127K Buy
+16,350
New +$122K ﹤0.01% 1564

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Clark Capital Management Group
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Franklin Resources's SMFG Position: Q2 2026 in Review

Franklin Resources reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 15% in Q2 2026, selling an estimated $269K and leaving 70,456 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #2078.

Franklin Resources first reported a position in SMFG in Q1 2015 and has held it in 36 quarters since. The position peaked at $11.2M in Q2 2019. 463 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Franklin Resources held 70,456 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $1.66M as of Q2 2026.
  • Franklin Resources sold 12,094 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $269K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Franklin Resources's portfolio in Q2 2026, its #2078 holding.
  • Franklin Resources first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2015 and has held it in 36 quarters since.
  • Franklin Resources's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $11.2M in Q2 2019.
  • 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 Franklin Resources's 13F filing for Q2 2026, filed 13 Aug 2026.