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

Louisbourg Investments’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	$1.05M	Hold	44,652	–	–	0.19%	93
2026 Q1	$882K	Buy	44,652 +5,500	+14%	+$116K	0.17%	101
2025 Q4	$757K	Buy	39,152 +12,500	+47%	+$217K	0.15%	98
2025 Q3	$446K	Hold	26,652	–	–	0.1%	104
2025 Q2	$403K	Hold	26,652	–	–	0.09%	108
2025 Q1	$412K	Hold	26,652	–	–	0.11%	104
2024 Q4	$386K	Hold	26,652	–	–	0.1%	105
2024 Q3	$337K	Hold	26,652	–	–	0.09%	108
2024 Q2	$357K	Hold	26,652	–	–	0.1%	101
2024 Q1	$314K	Hold	26,652	–	–	0.09%	102
2023 Q4	$258K	Buy	+26,652	New	+$258K	0.08%	102

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

Louisbourg Investments's SMFG Position: Q2 2026 in Review

Louisbourg Investments 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 44,652 shares worth $1.05M. The position accounts for 0.19% of the portfolio, ranked #93.

Louisbourg Investments first reported a position in SMFG in Q4 2023 and has held it in 11 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Louisbourg Investments held 44,652 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $1.05M as of Q2 2026.
Louisbourg Investments 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 0.19% of Louisbourg Investments's portfolio in Q2 2026, its #93 holding.
Louisbourg Investments first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2023 and has held it in 11 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 Louisbourg Investments's 13F filing for Q2 2026, filed 23 Jul 2026.