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

Lindbrook Capital’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
2025 Q1	$310K	Buy	20,072 +729	+4%	+$11.1K	0.03%	310
2024 Q4	$280K	Buy	19,343 +948	+5%	+$13K	0.03%	321
2024 Q3	$232K	Buy	18,395 +426	+2%	+$5.63K	0.02%	361
2024 Q2	$241K	Buy	17,969 +601	+3%	+$7.28K	0.02%	328
2024 Q1	$204K	Buy	17,368 +1,176	+7%	+$12.6K	0.02%	356
2023 Q4	$157K	Buy	16,192 +291	+2%	+$2.82K	0.02%	394
2023 Q3	$157K	Buy	15,901 +2,822	+22%	+$26.1K	0.02%	373
2023 Q2	$112K	Sell	13,079 -479	-4%	-$3.96K	0.01%	460
2023 Q1	$108K	Sell	13,558 -1,806	-12%	-$15.3K	0.01%	463
2022 Q4	$123K	Sell	15,364 -132	-0.9%	-$841	0.02%	442
2022 Q3	$85K	Buy	15,496 +2,323	+18%	+$14K	0.01%	485
2022 Q2	$78K	Sell	13,173 -11,120	-46%	-$67.2K	0.01%	510
2022 Q1	$152K	Sell	24,293 -1,460	-6%	-$10.4K	0.02%	357
2021 Q4	$175K	Buy	25,753 +1,270	+5%	+$8.6K	0.03%	338
2021 Q3	$172K	Buy	24,483 +1,225	+5%	+$8.52K	0.05%	178
2021 Q2	$160K	Sell	23,258 -165	-0.7%	-$1.18K	0.04%	208
2021 Q1	$170K	Buy	23,423 +165	+0.7%	+$1.15K	0.04%	176
2020 Q4	$144K	Sell	23,258 -570	-2%	-$3.34K	0.04%	185
2020 Q3	$133K	Sell	23,828 -31	-0.1%	-$178	0.04%	164
2020 Q2	$134K	Sell	23,859 -11,149	-32%	-$60.2K	0.04%	167
2020 Q1	$168K	Buy	35,008 +1,424	+4%	+$9.17K	0.06%	117
2019 Q4	$249K	Sell	33,584 -95	-0.3%	-$684	0.09%	111
2019 Q3	$230K	Buy	33,679 +10,407	+45%	+$71.1K	0.09%	113
2019 Q2	$164K	Buy	23,272 +9,141	+65%	+$64.7K	0.06%	163
2019 Q1	$99K	Hold	14,131	–	–	0.04%	230
2018 Q4	$91K	Buy	+14,131	New	+$105K	0.04%	216

Other funds holding SMFG

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lindbrook Capital's SMFG Position: Q1 2025 in Review

Lindbrook Capital increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 3.8% in Q1 2025, buying an estimated $11.1K and bringing the position to 20,072 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #310.

Lindbrook Capital first reported a position in SMFG in Q4 2018 and has held it in 26 quarters since. 361 funds tracked by Wall St. Rank hold SMFG as of Q1 2025.

Lindbrook Capital held 20,072 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $310K as of Q1 2025.
Lindbrook Capital bought 729 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q1 2025, an estimated $11.1K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.03% of Lindbrook Capital's portfolio in Q1 2025, its #310 holding.
Lindbrook Capital first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2018 and has held it in 26 quarters since.
361 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 Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.