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

Mariner’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	$11.3M	Buy	478,697 +43,509	+10%	+$966K	0.01%	677
2026 Q1	$8.59M	Buy	435,188 +25,433	+6%	+$534K	0.01%	817
2025 Q4	$7.92M	Buy	409,755 +7,710	+2%	+$134K	0.01%	813
2025 Q3	$6.73M	Buy	402,045 +21,512	+6%	+$345K	0.01%	793
2025 Q2	$5.75M	Sell	380,533 -17,560	-4%	-$253K	0.01%	816
2025 Q1	$6.16M	Sell	398,093 -6,963	-2%	-$106K	0.01%	741
2024 Q4	$5.87M	Buy	405,056 +8,389	+2%	+$115K	0.01%	740
2024 Q3	$4.99M	Buy	396,667 +4,269	+1%	+$56.4K	0.01%	782
2024 Q2	$5.26M	Buy	392,398 +1,964	+0.5%	+$23.8K	0.01%	706
2024 Q1	$4.6M	Buy	390,434 +34,361	+10%	+$369K	0.01%	767
2023 Q4	$3.45M	Buy	356,073 +33,906	+11%	+$329K	0.01%	822
2023 Q3	$3.17M	Buy	322,167 +15,922	+5%	+$147K	0.01%	797
2023 Q2	$2.63M	Buy	306,245 +67,669	+28%	+$559K	0.01%	869
2023 Q1	$1.9M	Buy	238,576 +14,438	+6%	+$122K	0.01%	982
2022 Q4	$1.8M	Sell	224,138 -112,203	-33%	-$715K	0.01%	978
2022 Q3	$1.85M	Buy	336,341 +253,914	+308%	+$1.53M	0.01%	807
2022 Q2	$486K	Buy	82,427 +21,990	+36%	+$133K	﹤0.01%	1136
2022 Q1	$379K	Buy	60,437 +16,812	+39%	+$120K	﹤0.01%	1221
2021 Q4	$296K	Buy	43,625 +13,310	+44%	+$90.2K	﹤0.01%	1107
2021 Q3	$213K	Buy	+30,315	New	+$211K	﹤0.01%	984

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

Mariner's SMFG Position: Q2 2026 in Review

Mariner increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 10% in Q2 2026, buying an estimated $966K and bringing the position to 478,697 shares worth $11.3M. The position accounts for 0.01% of the portfolio, ranked #677.

Mariner first reported a position in SMFG in Q3 2021 and has held it in 20 quarters since. 463 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Mariner held 478,697 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $11.3M as of Q2 2026.
Mariner bought 43,509 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $966K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.01% of Mariner's portfolio in Q2 2026, its #677 holding.
Mariner first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2021 and has held it in 20 quarters since.
463 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 Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.