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

Integrated Quantitative 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 Q3	$1.69M	Hold	65,381	–	–	0.29%	103
2026 Q2	$1.54M	Sell	65,381 -65,381	-50%	-$1.45M	0.25%	129
2026 Q1	$2.58M	Buy	130,762 +65,381	+100%	+$1.37M	0.47%	34
2025 Q4	$1.26M	Hold	65,381	–	–	0.27%	141
2025 Q3	$1.09M	Buy	+65,381	New	+$1.05M	0.31%	121

Other funds holding SMFG

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Integrated Quantitative Investments's SMFG Position: Q3 2026 in Review

Integrated Quantitative Investments held its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) position steady in Q3 2026 at 65,381 shares worth $1.69M. The position accounts for 0.29% of the portfolio, ranked #103.

Integrated Quantitative Investments first reported a position in SMFG in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.58M in Q1 2026. 409 funds tracked by Wall St. Rank hold SMFG as of Q3 2026.

Integrated Quantitative Investments held 65,381 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $1.69M as of Q3 2026.
Integrated Quantitative Investments left its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) share count unchanged in Q3 2026.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.29% of Integrated Quantitative Investments's portfolio in Q3 2026, its #103 holding.
Integrated Quantitative Investments first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2025 and has held it in 5 quarters since.
Integrated Quantitative Investments's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $2.58M in Q1 2026.
409 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 Integrated Quantitative Investments's 13F filing for Q3 2026, filed 13 Nov 2026.