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

Independent Advisor Alliance’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	$417K	Buy	17,674 +2,739	+18%	+$60.8K	0.01%	732
2026 Q1	$295K	Buy	14,935 +2,623	+21%	+$55.1K	﹤0.01%	1324
2025 Q4	$238K	Buy	+12,312	New	+$213K	0.01%	879
2023 Q4	–	Sell	-75,760	Closed	-$746K	–	706
2023 Q3	$746K	Buy	75,760 +1,740	+2%	+$16.1K	0.03%	341
2023 Q2	$637K	Sell	74,020 -604	-0.8%	-$4.99K	0.03%	376
2023 Q1	$597K	Buy	+74,624	New	+$632K	0.03%	389

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

Independent Advisor Alliance's SMFG Position: Q2 2026 in Review

Independent Advisor Alliance increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 18% in Q2 2026, buying an estimated $60.8K and bringing the position to 17,674 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #732.

Independent Advisor Alliance first reported a position in SMFG in Q1 2023 and has held it in 6 quarters since. The position peaked at $746K in Q3 2023. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Independent Advisor Alliance held 17,674 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $417K as of Q2 2026.
Independent Advisor Alliance bought 2,739 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $60.8K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #732 holding.
Independent Advisor Alliance first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2023 and has held it in 6 quarters since.
Independent Advisor Alliance's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $746K in Q3 2023.
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 Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.