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

Integrated Wealth Concepts’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	$565K	Sell	23,945 -827	-3%	-$18.4K	﹤0.01%	1581
2026 Q1	$489K	Buy	24,772 +13,647	+123%	+$287K	﹤0.01%	1557
2025 Q4	$215K	Sell	11,125 -15,793	-59%	-$274K	﹤0.01%	1485
2025 Q3	$451K	Sell	26,918 -4,432	-14%	-$71K	﹤0.01%	1409
2025 Q2	$474K	Sell	31,350 -1,036	-3%	-$14.9K	﹤0.01%	1310
2025 Q1	$501K	Sell	32,386 -730	-2%	-$11.1K	0.01%	1135
2024 Q4	$480K	Buy	33,116 +1,354	+4%	+$18.6K	0.01%	1141
2024 Q3	$401K	Buy	31,762 +6	+0%	+$79	﹤0.01%	1182
2024 Q2	$426K	Sell	31,756 -3,188	-9%	-$38.6K	0.01%	1123
2024 Q1	$411K	Sell	34,944 -191,643	-85%	-$2.06M	0.01%	1138
2023 Q4	$2.19M	Sell	226,587 -10,743	-5%	-$104K	0.04%	446
2023 Q3	$2.34M	Buy	237,330 +1,839	+0.8%	+$17K	0.04%	400
2023 Q2	$2.03M	Sell	235,491 -4,091	-2%	-$33.8K	0.03%	457
2023 Q1	$1.92M	Buy	+239,582	New	+$2.03M	0.04%	430

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

Integrated Wealth Concepts's SMFG Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 3.3% in Q2 2026, selling an estimated $18.4K and leaving 23,945 shares worth $565K. The position accounts for ﹤0.01% of the portfolio, ranked #1581.

Integrated Wealth Concepts first reported a position in SMFG in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.34M in Q3 2023. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Integrated Wealth Concepts held 23,945 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $565K as of Q2 2026.
Integrated Wealth Concepts sold 827 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $18.4K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1581 holding.
Integrated Wealth Concepts 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 14 quarters since.
Integrated Wealth Concepts's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $2.34M 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 Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.