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

HB Wealth Management’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	$1.22M	Buy	51,663 +2,615	+5%	+$58.1K	0.01%	661
2026 Q1	$969K	Buy	49,048 +3,923	+9%	+$82.4K	0.01%	675
2025 Q4	$872K	Buy	45,125 +7,601	+20%	+$132K	0.01%	681
2025 Q3	$628K	Buy	37,524 +10,072	+37%	+$161K	﹤0.01%	761
2025 Q2	$415K	Buy	27,452 +9,123	+50%	+$131K	﹤0.01%	814
2025 Q1	$283K	Buy	18,329 +5,885	+47%	+$89.5K	﹤0.01%	997
2024 Q4	$180K	Sell	12,444 -855	-6%	-$11.7K	﹤0.01%	992
2024 Q3	$168K	Buy	13,299 +1,541	+13%	+$20.4K	﹤0.01%	910
2024 Q2	$158K	Hold	11,758	–	–	﹤0.01%	861
2024 Q1	$138K	Buy	+11,758	New	+$126K	﹤0.01%	812

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

HB Wealth Management's SMFG Position: Q2 2026 in Review

HB Wealth Management increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 5.3% in Q2 2026, buying an estimated $58.1K and bringing the position to 51,663 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #661.

HB Wealth Management first reported a position in SMFG in Q1 2024 and has held it in 10 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

HB Wealth Management held 51,663 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $1.22M as of Q2 2026.
HB Wealth Management bought 2,615 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $58.1K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #661 holding.
HB Wealth Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2024 and has held it in 10 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 HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.