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

Freestone Capital Holdings’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	$376K	Buy	+14,500	New	+$375K	0.01%	403
2025 Q1	–	Sell	-11,107	Closed	-$161K	–	470
2024 Q4	$161K	Buy	+11,107	New	+$153K	0.01%	426
2023 Q3	–	Sell	-11,224	Closed	-$96.5K	–	409
2023 Q2	$96.5K	Sell	11,224 -1,626	-13%	-$13.4K	﹤0.01%	369
2023 Q1	$103K	Buy	12,850 +235	+2%	+$1.99K	﹤0.01%	348
2022 Q4	$101K	Sell	12,615 -1,489	-11%	-$9.48K	﹤0.01%	356
2022 Q3	$78K	Sell	14,104 -39,659	-74%	-$239K	﹤0.01%	359
2022 Q2	$317K	Sell	53,763 -264,450	-83%	-$1.6M	0.01%	332
2022 Q1	$2M	Sell	318,213 -5,965	-2%	-$42.5K	0.08%	192
2021 Q4	$2.2M	Sell	324,178 -7,253	-2%	-$49.1K	0.09%	174
2021 Q3	$2.32M	Sell	331,431 -28,836	-8%	-$201K	0.12%	162
2021 Q2	$2.48M	Buy	360,267 +11,759	+3%	+$84.3K	0.12%	162
2021 Q1	$2.53M	Buy	348,508 +5,734	+2%	+$39.9K	0.14%	154
2020 Q4	$2.11M	Sell	342,774 -79,738	-19%	-$468K	0.12%	157
2020 Q3	$2.36M	Buy	422,512 +4,997	+1%	+$28.6K	0.15%	139
2020 Q2	$2.35M	Sell	417,515 -54,278	-12%	-$293K	0.03%	146
2020 Q1	$2.26M	Buy	471,793 +199,176	+73%	+$1.28M	0.05%	124
2019 Q4	$2.02M	Buy	272,617 +16,338	+6%	+$118K	0.04%	183
2019 Q3	$1.75M	Buy	256,279 +33,654	+15%	+$230K	0.04%	190
2019 Q2	$1.57M	Buy	222,625 +18,850	+9%	+$133K	0.04%	184
2019 Q1	$1.43M	Buy	203,775 +43,692	+27%	+$312K	0.09%	180
2018 Q4	$1.04M	Buy	160,083 +36,695	+30%	+$274K	0.07%	207
2018 Q3	$991K	Buy	123,388 +17,971	+17%	+$142K	0.01%	220
2018 Q2	$819K	Buy	105,417 +7,647	+8%	+$63.5K	0.01%	240
2018 Q1	$831K	Buy	97,770 +2,257	+2%	+$20.2K	0.05%	236
2017 Q4	$830K	Buy	95,513 +2,862	+3%	+$23.2K	0.06%	232
2017 Q3	$714K	Buy	92,651 +3,608	+4%	+$27.5K	0.05%	236
2017 Q2	$700K	Buy	89,043 +5,533	+7%	+$41.1K	0.05%	225
2017 Q1	$605K	Sell	83,510 -1,405	-2%	-$10.9K	0.05%	251
2016 Q4	$649K	Sell	84,915 -2,113	-2%	-$15.3K	0.06%	237
2016 Q3	$587K	Sell	87,028 -2,238	-3%	-$14.5K	0.05%	243
2016 Q2	$511K	Sell	89,266 -1,833	-2%	-$11.2K	0.05%	247
2016 Q1	$548K	Buy	91,099 +3,048	+3%	+$19K	0.06%	244
2015 Q4	$668K	Buy	+88,051	New	+$693K	0.07%	229

Other funds holding SMFG

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

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

Freestone Capital Holdings's SMFG Position: Q3 2026 in Review

Freestone Capital Holdings opened a new position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q3 2026: 14,500 shares worth $376K. The stake represents 0.01% of the portfolio and ranks #403 among its holdings. This is a return to the name: Freestone Capital Holdings previously reported a position in SMFG as recently as Q4 2024.

Freestone Capital Holdings first reported a position in SMFG in Q4 2015 and has held it in 33 quarters since. The position peaked at $2.53M in Q1 2021. 314 funds tracked by Wall St. Rank hold SMFG as of Q3 2026.

Freestone Capital Holdings held 14,500 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $376K as of Q3 2026.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) was a new Freestone Capital Holdings position in Q3 2026.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.01% of Freestone Capital Holdings's portfolio in Q3 2026, its #403 holding.
Freestone Capital Holdings first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2015 and has held it in 33 quarters since.
Freestone Capital Holdings's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $2.53M in Q1 2021.
314 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 Freestone Capital Holdings's 13F filing for Q3 2026, filed 9 Nov 2026.