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

LRI 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	$7.83K	Buy	332 +168	+102%	+$3.73K	﹤0.01%	1031
2026 Q1	$3.24K	Hold	164	–	–	﹤0.01%	1191
2025 Q4	$3.17K	Hold	164	–	–	﹤0.01%	1126
2025 Q3	$2.75K	Hold	164	–	–	﹤0.01%	1159
2025 Q2	$2.48K	Hold	164	–	–	﹤0.01%	1138
2025 Q1	$2.54K	Hold	164	–	–	﹤0.01%	1074
2024 Q4	$2.38K	Hold	164	–	–	﹤0.01%	1063
2024 Q3	$2.34K	Buy	+164	New	+$2.17K	﹤0.01%	1059

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

LRI Investments's SMFG Position: Q2 2026 in Review

LRI Investments increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 102% in Q2 2026, buying an estimated $3.73K and bringing the position to 332 shares worth $7.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

LRI Investments first reported a position in SMFG in Q3 2024 and has held it in 8 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

LRI Investments held 332 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $7.83K as of Q2 2026.
LRI Investments bought 168 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $3.73K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1031 holding.
LRI Investments first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2024 and has held it in 8 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 LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.