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

Johnson Financial Group Inc (Wisconsin)’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	$4.76K	Hold	202	–	–	﹤0.01%	695
2026 Q1	$3.99K	Hold	202	–	–	﹤0.01%	718
2025 Q4	$3.9K	Sell	202 -192	-49%	-$3.33K	﹤0.01%	736
2025 Q3	$6.6K	Buy	+394	New	+$6.31K	﹤0.01%	820
2024 Q2	–	Sell	-164	Closed	-$1.93K	–	946
2024 Q1	$1.93K	Hold	164	–	–	﹤0.01%	639
2023 Q4	$1.59K	Buy	+164	New	+$1.59K	﹤0.01%	763
2019 Q3	–	Sell	-1,113	Closed	-$8K	–	597
2019 Q2	$8K	Hold	1,113	–	–	﹤0.01%	472
2019 Q1	$8K	Buy	+1,113	New	+$7.96K	﹤0.01%	442

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

Johnson Financial Group Inc (Wisconsin)'s SMFG Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) 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 202 shares worth $4.76K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Johnson Financial Group Inc (Wisconsin) first reported a position in SMFG in Q1 2019 and has held it in 8 quarters since. The position peaked at $8K in Q2 2019. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 202 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $4.76K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) 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 Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #695 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2019 and has held it in 8 quarters since.
Johnson Financial Group Inc (Wisconsin)'s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $8K in Q2 2019.
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 Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.