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

Jefferies Financial Group’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	$791K	Buy	33,526 +4,140	+14%	+$91.9K	0.01%	1071
2026 Q1	$580K	Buy	29,386 +8,408	+40%	+$177K	﹤0.01%	1146
2025 Q4	$406K	Buy	20,978 +3,141	+18%	+$54.4K	﹤0.01%	1403
2025 Q3	$299K	Sell	17,837 -205	-1%	-$3.28K	﹤0.01%	1206
2025 Q2	$273K	Sell	18,042 -955	-5%	-$13.7K	﹤0.01%	1056
2025 Q1	$294K	Buy	18,997 +686	+4%	+$10.4K	﹤0.01%	1246
2024 Q4	$265K	Buy	18,311 +1,290	+8%	+$17.7K	﹤0.01%	1301
2024 Q3	$215K	Sell	17,021 -14,637	-46%	-$193K	﹤0.01%	1209
2024 Q2	$425K	Hold	31,658	–	–	﹤0.01%	1014
2024 Q1	$373K	Buy	31,658 +3,995	+14%	+$42.9K	﹤0.01%	1139
2023 Q4	$268K	Hold	27,663	–	–	﹤0.01%	1400
2023 Q3	$272K	Buy	27,663 +3,331	+14%	+$30.8K	﹤0.01%	1252
2023 Q2	$209K	Buy	+24,332	New	+$201K	﹤0.01%	1417

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

Jefferies Financial Group's SMFG Position: Q2 2026 in Review

Jefferies Financial Group increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 14% in Q2 2026, buying an estimated $91.9K and bringing the position to 33,526 shares worth $791K. The position accounts for 0.01% of the portfolio, ranked #1071.

Jefferies Financial Group first reported a position in SMFG in Q2 2023 and has held it in 13 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Jefferies Financial Group held 33,526 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $791K as of Q2 2026.
Jefferies Financial Group bought 4,140 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $91.9K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #1071 holding.
Jefferies Financial Group first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2023 and has held it in 13 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 Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.