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

Mather Group’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	$770K	Hold	32,661	–	–	0.01%	437
2026 Q1	$645K	Hold	32,661	–	–	0.01%	434
2025 Q4	$631K	Sell	32,661 -48	-0.1%	-$832	0.01%	361
2025 Q3	$548K	Hold	32,709	–	–	0.01%	388
2025 Q2	$494K	Hold	32,709	–	–	0.01%	391
2025 Q1	$506K	Hold	32,709	–	–	0.01%	376
2024 Q4	$474K	Hold	32,709	–	–	0.01%	374
2024 Q3	$413K	Buy	32,709 +31	+0.1%	+$409	0.01%	408
2024 Q2	$385K	Sell	32,678 -82	-0.3%	-$993	﹤0.01%	471
2024 Q1	$317K	Buy	32,760 +82	+0.3%	+$880	0.01%	429
2023 Q4	$316K	Hold	32,678	–	–	0.01%	443
2023 Q3	$322K	Sell	32,678 -16	-0%	-$148	0.01%	424
2023 Q2	$281K	Buy	32,694 +2,473	+8%	+$20.4K	﹤0.01%	470
2023 Q1	$242K	Hold	30,221	–	–	﹤0.01%	445
2022 Q4	$242K	Sell	30,221 -2,579	-8%	-$16.4K	﹤0.01%	431
2022 Q3	$180K	Buy	+32,800	New	+$198K	﹤0.01%	458
2022 Q2	–	Sell	-41,726	Closed	-$262K	–	466
2022 Q1	$262K	Sell	41,726 -671	-2%	-$4.78K	0.01%	370
2021 Q4	$288K	Buy	+42,397	New	+$287K	0.01%	303

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

Mather Group's SMFG Position: Q2 2026 in Review

Mather Group 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 32,661 shares worth $770K. The position accounts for 0.01% of the portfolio, ranked #437.

Mather Group first reported a position in SMFG in Q4 2021 and has held it in 18 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Mather Group held 32,661 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $770K as of Q2 2026.
Mather Group 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 Mather Group's portfolio in Q2 2026, its #437 holding.
Mather Group first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2021 and has held it in 18 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 Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.