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

JNBA Financial 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	$8.51K	Buy	361 +269	+292%	+$5.97K	﹤0.01%	533
2026 Q1	$1.82K	Hold	92	–	–	﹤0.01%	740
2025 Q4	$1.78K	Buy	+92	New	+$1.59K	﹤0.01%	683
2023 Q1	–	Sell	-1,474	Closed	-$11.8K	–	735
2022 Q4	$11.8K	Hold	1,474	–	–	﹤0.01%	435
2022 Q3	$8K	Hold	1,474	–	–	﹤0.01%	490
2022 Q2	$9K	Hold	1,474	–	–	﹤0.01%	504
2022 Q1	$9K	Sell	1,474 -225	-13%	-$1.6K	﹤0.01%	507
2021 Q4	$12K	Hold	1,699	–	–	﹤0.01%	509
2021 Q3	$12K	Hold	1,699	–	–	﹤0.01%	499
2021 Q2	$12K	Hold	1,699	–	–	﹤0.01%	469
2021 Q1	$12K	Hold	1,699	–	–	﹤0.01%	448
2020 Q4	$10K	Hold	1,699	–	–	﹤0.01%	439
2020 Q3	$9K	Hold	1,699	–	–	﹤0.01%	428
2020 Q2	$10K	Hold	1,699	–	–	﹤0.01%	411
2020 Q1	$8K	Hold	1,699	–	–	﹤0.01%	414
2019 Q4	$13K	Buy	1,699 +1,474	+655%	+$10.6K	﹤0.01%	409
2019 Q3	$2K	Hold	225	–	–	﹤0.01%	552
2019 Q2	$2K	Hold	225	–	–	﹤0.01%	609
2019 Q1	$2K	Hold	225	–	–	﹤0.01%	509
2018 Q4	$1K	Buy	+225	New	+$1.68K	﹤0.01%	510
2018 Q3	–	Sell	-225	Closed	-$2K	–	671
2018 Q2	$2K	Hold	225	–	–	﹤0.01%	492
2018 Q1	$2K	Hold	225	–	–	﹤0.01%	462
2017 Q4	$2K	Hold	225	–	–	﹤0.01%	452
2017 Q3	$2K	Hold	225	–	–	﹤0.01%	444
2017 Q2	$2K	Hold	225	–	–	﹤0.01%	426
2017 Q1	$2K	Sell	225 -225	-50%	-$1.75K	﹤0.01%	433
2016 Q4	$3K	Sell	450 -27,930	-98%	-$203K	﹤0.01%	441
2016 Q3	$192K	Buy	28,380 +27,930	+6,207%	+$181K	0.03%	225
2016 Q2	$3K	Hold	450	–	–	﹤0.01%	450
2016 Q1	$3K	Hold	450	–	–	﹤0.01%	470
2015 Q4	$3K	Hold	450	–	–	﹤0.01%	450
2015 Q3	$3K	Hold	450	–	–	﹤0.01%	449
2015 Q2	$4K	Sell	450 -225	-33%	-$1.95K	﹤0.01%	434
2015 Q1	$5K	Hold	675	–	–	﹤0.01%	425
2014 Q4	$5K	Sell	675 -330	-33%	-$2.5K	﹤0.01%	424
2014 Q3	$8K	Buy	+1,005	New	+$8.24K	﹤0.01%	392

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

JNBA Financial Advisors's SMFG Position: Q2 2026 in Review

JNBA Financial Advisors increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 292% in Q2 2026, buying an estimated $5.97K and bringing the position to 361 shares worth $8.51K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

JNBA Financial Advisors first reported a position in SMFG in Q3 2014 and has held it in 36 quarters since. The position peaked at $192K in Q3 2016. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

JNBA Financial Advisors held 361 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $8.51K as of Q2 2026.
JNBA Financial Advisors bought 269 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $5.97K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #533 holding.
JNBA Financial Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2014 and has held it in 36 quarters since.
JNBA Financial Advisors's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $192K in Q3 2016.
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 JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.