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

Manchester 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	$88.5K	Hold	3,752	–	–	0.01%	408
2026 Q1	$74.1K	Hold	3,752	–	–	0.01%	417
2025 Q4	$72.5K	Buy	3,752 +3,538	+1,653%	+$61.3K	0.01%	425
2025 Q3	$3.58K	Hold	214	–	–	﹤0.01%	999
2025 Q2	$3.23K	Buy	214 +144	+206%	+$2.07K	﹤0.01%	950
2025 Q1	$1.08K	Hold	70	–	–	﹤0.01%	1044
2024 Q4	$1.01K	Sell	70 -282	-80%	-$3.87K	﹤0.01%	1039
2024 Q3	$4.45K	Sell	352 -177	-33%	-$2.34K	﹤0.01%	910
2024 Q2	$7.09K	Hold	529	–	–	﹤0.01%	803
2024 Q1	$6.23K	Hold	529	–	–	﹤0.01%	700
2023 Q4	$5.12K	Sell	529 -335	-39%	-$3.25K	﹤0.01%	696
2023 Q3	$8.51K	Hold	864	–	–	﹤0.01%	600
2023 Q2	$7.43K	Sell	864 -983	-53%	-$8.12K	﹤0.01%	576
2023 Q1	$14.8K	Hold	1,847	–	–	﹤0.01%	518
2022 Q4	$14.8K	Sell	1,847 -263	-12%	-$1.68K	﹤0.01%	437
2022 Q3	$12K	Buy	+2,110	New	+$12.7K	﹤0.01%	441
2022 Q2	–	Sell	-1,620	Closed	-$10K	–	1125
2022 Q1	$10K	Sell	1,620 -214	-12%	-$1.52K	﹤0.01%	541
2021 Q4	$12K	Buy	1,834 +20	+1%	+$135	﹤0.01%	546
2021 Q3	$13K	Buy	1,814 +1,151	+174%	+$8.01K	﹤0.01%	563
2021 Q2	$5K	Buy	+663	New	+$4.75K	﹤0.01%	576
2019 Q1	–	Sell	-2,336	Closed	-$18K	–	663
2018 Q4	$18K	Hold	2,336	–	–	﹤0.01%	424
2018 Q3	$19K	Hold	2,336	–	–	﹤0.01%	428
2018 Q2	$18K	Buy	+2,336	New	+$19.4K	﹤0.01%	437
2015 Q1	–	Sell	-13,730	Closed	-$100K	–	831
2014 Q4	$100K	Sell	13,730 -6,542	-32%	-$49.6K	0.01%	549
2014 Q3	$166K	Buy	20,272 +4,442	+28%	+$36.4K	0.02%	401
2014 Q2	$134K	Buy	+15,830	New	+$130K	0.02%	489

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

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

Manchester Capital Management 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 3,752 shares worth $88.5K. The position accounts for 0.01% of the portfolio, ranked #408.

Manchester Capital Management first reported a position in SMFG in Q2 2014 and has held it in 26 quarters since. The position peaked at $166K in Q3 2014. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Manchester Capital Management held 3,752 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $88.5K as of Q2 2026.
Manchester Capital Management 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 Manchester Capital Management's portfolio in Q2 2026, its #408 holding.
Manchester Capital Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2014 and has held it in 26 quarters since.
Manchester Capital Management's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $166K in Q3 2014.
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 Manchester Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.