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

MAI Capital Management’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	$320K	Buy	13,484 +4,313	+47%	+$95.8K	﹤0.01%	1552
2026 Q1	$181K	Buy	9,171 +6,948	+313%	+$146K	﹤0.01%	1518
2025 Q4	$43K	Buy	2,223 +280	+14%	+$4.85K	﹤0.01%	2103
2025 Q3	$32.5K	Sell	1,943 -9,370	-83%	-$150K	﹤0.01%	2161
2025 Q2	$171K	Buy	11,313 +11,090	+4,973%	+$159K	﹤0.01%	1248
2025 Q1	$3.44K	Hold	223	–	–	﹤0.01%	2837
2024 Q4	$3.23K	Buy	+223	New	+$3.06K	﹤0.01%	2910
2022 Q2	–	Sell	-14,087	Closed	-$88K	–	959
2022 Q1	$88K	Sell	14,087 -467	-3%	-$3.33K	﹤0.01%	859
2021 Q4	$99K	Buy	14,554 +427	+3%	+$2.89K	﹤0.01%	858
2021 Q3	$99K	Buy	14,127 +3,156	+29%	+$22K	﹤0.01%	754
2021 Q2	$76K	Sell	10,971 -257	-2%	-$1.84K	﹤0.01%	736
2021 Q1	$81K	Buy	11,228 +183	+2%	+$1.27K	﹤0.01%	698
2020 Q4	$68K	Buy	+11,045	New	+$64.8K	﹤0.01%	654
2020 Q2	–	Sell	-10,454	Closed	-$50K	–	570
2020 Q1	$50K	Hold	10,454	–	–	﹤0.01%	523
2019 Q4	$77K	Hold	10,454	–	–	﹤0.01%	570
2019 Q3	$72K	Sell	10,454 -10,456	-50%	-$71.4K	﹤0.01%	510
2019 Q2	$148K	Hold	20,910	–	–	0.01%	514
2019 Q1	$147K	Sell	20,910 -3,648	-15%	-$26.1K	0.01%	450
2018 Q4	$160K	Buy	24,558 +6,208	+34%	+$46.3K	0.01%	417
2018 Q3	$147K	Sell	18,350 -826	-4%	-$6.53K	0.01%	459
2018 Q2	$149K	Hold	19,176	–	–	0.01%	460
2018 Q1	$163K	Hold	19,176	–	–	0.01%	441
2017 Q4	$167K	Buy	+19,176	New	+$155K	0.01%	454

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

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

MAI Capital Management's SMFG Position: Q2 2026 in Review

MAI Capital Management increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 47% in Q2 2026, buying an estimated $95.8K and bringing the position to 13,484 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #1552.

MAI Capital Management first reported a position in SMFG in Q4 2017 and has held it in 23 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

MAI Capital Management held 13,484 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $320K as of Q2 2026.
MAI Capital Management bought 4,313 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $95.8K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1552 holding.
MAI Capital Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2017 and has held it in 23 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 MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.