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

Harbour Investments’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	$117K	Sell	4,958 -8	-0.2%	-$178	﹤0.01%	1915
2026 Q1	$98.1K	Buy	4,966 +4,120	+487%	+$86.5K	﹤0.01%	1950
2025 Q4	$16.4K	Hold	846	–	–	﹤0.01%	2512
2025 Q3	$14.2K	Hold	846	–	–	﹤0.01%	2518
2025 Q2	$12.8K	Hold	846	–	–	﹤0.01%	2443
2025 Q1	$13.1K	Buy	846 +200	+31%	+$3.04K	﹤0.01%	2386
2024 Q4	$9.36K	Hold	646	–	–	﹤0.01%	2476
2024 Q3	$8.16K	Hold	646	–	–	﹤0.01%	2446
2024 Q2	$8.66K	Buy	646 +100	+18%	+$1.21K	﹤0.01%	2313
2024 Q1	$6.43K	Hold	546	–	–	﹤0.01%	2378
2023 Q4	$5.29K	Hold	546	–	–	﹤0.01%	2386
2023 Q3	$5.38K	Hold	546	–	–	﹤0.01%	2247
2023 Q2	$4.7K	Buy	546 +346	+173%	+$2.86K	﹤0.01%	2299
2023 Q1	$1.6K	Sell	200 -193	-49%	-$1.63K	﹤0.01%	2604
2022 Q4	$3.15K	Hold	393	–	–	﹤0.01%	2390
2022 Q3	$2K	Hold	393	–	–	﹤0.01%	2484
2022 Q2	$2K	Buy	+393	New	+$2.37K	﹤0.01%	2484
2021 Q4	$3K	Sell	393 -815	-67%	-$5.52K	﹤0.01%	2345
2021 Q3	$8K	Buy	1,208 +313	+35%	+$2.18K	﹤0.01%	2790
2021 Q2	$6K	Buy	895 +695	+348%	+$4.98K	﹤0.01%	2988
2021 Q1	$1K	Buy	+200	New	+$1.39K	﹤0.01%	3477

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

Harbour Investments's SMFG Position: Q2 2026 in Review

Harbour Investments reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 0.16% in Q2 2026, selling an estimated $178 and leaving 4,958 shares worth $117K. The position accounts for ﹤0.01% of the portfolio, ranked #1915.

Harbour Investments first reported a position in SMFG in Q1 2021 and has held it in 21 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Harbour Investments held 4,958 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $117K as of Q2 2026.
Harbour Investments sold 8 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $178.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #1915 holding.
Harbour Investments first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2021 and has held it in 21 quarters since.
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 Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.