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

JFS Wealth Advisors’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	$56.8K	Hold	2,409	–	–	﹤0.01%	526
2026 Q1	$47.6K	Hold	2,409	–	–	﹤0.01%	534
2025 Q4	$46.6K	Sell	2,409 -2	-0.1%	-$35	﹤0.01%	540
2025 Q3	$40.4K	Hold	2,411	–	–	﹤0.01%	548
2025 Q2	$36.4K	Hold	2,411	–	–	﹤0.01%	531
2025 Q1	$37.3K	Hold	2,411	–	–	﹤0.01%	531
2024 Q4	$34.9K	Hold	2,411	–	–	﹤0.01%	524
2024 Q3	$30.5K	Buy	2,411 +137	+6%	+$1.81K	﹤0.01%	549
2024 Q2	$30.5K	Hold	2,274	–	–	﹤0.01%	506
2024 Q1	$26.8K	Hold	2,274	–	–	﹤0.01%	564
2023 Q4	$22K	Hold	2,274	–	–	﹤0.01%	567
2023 Q3	$22.4K	Hold	2,274	–	–	﹤0.01%	516
2023 Q2	$19.6K	Hold	2,274	–	–	﹤0.01%	554
2023 Q1	$18.2K	Hold	2,274	–	–	﹤0.01%	559
2022 Q4	$18.2K	Sell	2,274 -309	-12%	-$1.97K	﹤0.01%	556
2022 Q3	$14K	Buy	2,583 +167	+7%	+$1.01K	﹤0.01%	647
2022 Q2	$14K	Buy	2,416 +358	+17%	+$2.16K	﹤0.01%	676
2022 Q1	$13K	Buy	2,058 +1,651	+406%	+$11.8K	﹤0.01%	716
2021 Q4	$3K	Buy	+407	New	+$2.76K	﹤0.01%	986

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

JFS Wealth Advisors's SMFG Position: Q2 2026 in Review

JFS Wealth Advisors held its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) position steady in Q2 2026 at 2,409 shares worth $56.8K. The position accounts for ﹤0.01% of the portfolio, ranked #526.

JFS Wealth Advisors first reported a position in SMFG in Q4 2021 and has held it in 19 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

JFS Wealth Advisors held 2,409 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $56.8K as of Q2 2026.
JFS Wealth Advisors left its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) share count unchanged in Q2 2026.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #526 holding.
JFS Wealth Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2021 and has held it in 19 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 JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.