Halbert Hargrove Global Advisors’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Halbert Hargrove Global Advisors’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	–	Sell	-62	Closed	-$1.45K	–	644
2026 Q2	$1.45K	Buy	+62	New	+$1.38K	﹤0.01%	413
2025 Q2	–	Sell	-49	Closed	-$758	–	598
2025 Q1	$758	Buy	+49	New	+$745	﹤0.01%	469
2021 Q4	–	Sell	-14,257	Closed	-$100K	–	169
2021 Q3	$100K	Buy	14,257 +217	+2%	+$1.51K	0.01%	147
2021 Q2	$97K	Buy	14,040 +518	+4%	+$3.71K	0.01%	152
2021 Q1	$98K	Hold	13,522	–	–	0.01%	133
2020 Q4	$83K	Buy	+13,522	New	+$79.3K	0.01%	117

Other funds holding SMFG

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

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

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return

Halbert Hargrove Global Advisors's SMFG Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q3 2026, closing a stake of 62 shares — an estimated $1.45K sold.

Halbert Hargrove Global Advisors first reported a position in SMFG in Q4 2020 and held it in 6 quarters. The position peaked at $100K in Q3 2021. 248 funds tracked by Wall St. Rank hold SMFG as of Q3 2026.

Halbert Hargrove Global Advisors reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q3 2026 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 62 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2026, an estimated $1.45K.
Halbert Hargrove Global Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2020 and held it in 6 quarters.
Halbert Hargrove Global Advisors's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $100K in Q3 2021.
248 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 Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.