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

Generali Investments CEE’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	$236K	Sell	10,009 -9,791	-49%	-$217K	0.01%	415
2026 Q1	$391K	Hold	19,800	–	–	0.02%	374
2025 Q4	$383K	Hold	19,800	–	–	0.03%	322
2025 Q3	$331K	Hold	19,800	–	–	0.03%	320
2025 Q2	$299K	Hold	19,800	–	–	0.02%	320
2025 Q1	$306K	Hold	19,800	–	–	0.03%	312
2024 Q4	$287K	Buy	+19,800	New	+$272K	0.03%	290

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

Generali Investments CEE's SMFG Position: Q2 2026 in Review

Generali Investments CEE reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 49% in Q2 2026, selling an estimated $217K and leaving 10,009 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #415.

Generali Investments CEE first reported a position in SMFG in Q4 2024 and has held it in 7 quarters since. The position peaked at $391K in Q1 2026. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Generali Investments CEE held 10,009 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $236K as of Q2 2026.
Generali Investments CEE sold 9,791 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $217K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.01% of Generali Investments CEE's portfolio in Q2 2026, its #415 holding.
Generali Investments CEE first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2024 and has held it in 7 quarters since.
Generali Investments CEE's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $391K 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 Generali Investments CEE's 13F filing for Q2 2026, filed 13 Jul 2026.