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

Inspire Investing’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	$1.39K	Sell	59 -126	-68%	-$2.8K	﹤0.01%	1167
2026 Q1	$3.65K	Buy	185 +11	+6%	+$231	﹤0.01%	986
2025 Q4	$3.35K	Buy	+174	New	+$3.02K	﹤0.01%	968
2024 Q2	–	Sell	-10,151	Closed	-$119K	–	821
2024 Q1	$119K	Buy	+10,151	New	+$109K	0.01%	787
2023 Q4	–	Sell	-11,047	Closed	-$109K	–	822
2023 Q3	$109K	Sell	11,047 -387	-3%	-$3.58K	0.01%	787
2023 Q2	$98.3K	Buy	11,434 +266	+2%	+$2.2K	0.01%	781
2023 Q1	$89.3K	Sell	11,168 -3,553	-24%	-$30.1K	0.01%	775
2022 Q4	$118K	Sell	14,721 -885	-6%	-$5.64K	0.02%	738
2022 Q3	$86K	Buy	15,606 +49	+0.3%	+$296	0.01%	751
2022 Q2	$92K	Buy	15,557 +835	+6%	+$5.04K	0.01%	759
2022 Q1	$92K	Sell	14,722 -829	-5%	-$5.91K	0.01%	785
2021 Q4	$106K	Buy	15,551 +195	+1%	+$1.32K	0.01%	781
2021 Q3	$108K	Buy	15,356 +826	+6%	+$5.75K	0.01%	792
2021 Q2	$100K	Buy	14,530 +603	+4%	+$4.32K	0.01%	592
2021 Q1	$101K	Sell	13,927 -381	-3%	-$2.65K	0.02%	594
2020 Q4	$88K	Buy	14,308 +932	+7%	+$5.47K	0.02%	621
2020 Q3	$75K	Buy	13,376 +1,163	+10%	+$6.67K	0.02%	428
2020 Q2	$69K	Buy	12,213 +267	+2%	+$1.44K	0.02%	480
2020 Q1	$57K	Buy	11,946 +1,140	+11%	+$7.34K	0.02%	540
2019 Q4	$80K	Buy	+10,806	New	+$77.7K	0.03%	347
2018 Q1	–	Sell	-7,608	Closed	-$66K	–	621
2017 Q4	$66K	Buy	+7,608	New	+$61.7K	0.06%	241

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

Inspire Investing's SMFG Position: Q2 2026 in Review

Inspire Investing reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 68% in Q2 2026, selling an estimated $2.8K and leaving 59 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

Inspire Investing first reported a position in SMFG in Q4 2017 and has held it in 21 quarters since. The position peaked at $119K in Q1 2024. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Inspire Investing held 59 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $1.39K as of Q2 2026.
Inspire Investing sold 126 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $2.8K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Inspire Investing's portfolio in Q2 2026, its #1167 holding.
Inspire Investing first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2017 and has held it in 21 quarters since.
Inspire Investing's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $119K in Q1 2024.
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 Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.