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

Moran Wealth 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	$7.95M	Sell	336,966 -67,903	-17%	-$1.51M	0.22%	151
2026 Q1	$8M	Buy	404,869 +25,301	+7%	+$531K	0.24%	140
2025 Q4	$7.34M	Buy	379,568 +59,296	+19%	+$1.03M	0.22%	142
2025 Q3	$5.36M	Buy	320,272 +10,186	+3%	+$163K	0.16%	164
2025 Q2	$4.69M	Buy	310,086 +8,511	+3%	+$122K	0.14%	192
2025 Q1	$4.66M	Sell	301,575 -57,161	-16%	-$869K	0.16%	186
2024 Q4	$5.2M	Buy	358,736 +25,503	+8%	+$350K	0.17%	163
2024 Q3	$4.21M	Sell	333,233 -117,966	-26%	-$1.56M	0.13%	190
2024 Q2	$6.05M	Sell	451,199 -77,114	-15%	-$934K	0.2%	151
2024 Q1	$6.22M	Buy	528,313 +1,787	+0.3%	+$19.2K	0.2%	145
2023 Q4	$5.1M	Buy	+526,526	New	+$5.1M	0.18%	160

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

Moran Wealth Management's SMFG Position: Q2 2026 in Review

Moran Wealth Management reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 17% in Q2 2026, selling an estimated $1.51M and leaving 336,966 shares worth $7.95M. The position accounts for 0.22% of the portfolio, ranked #151.

Moran Wealth Management first reported a position in SMFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $8M in Q1 2026. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Moran Wealth Management held 336,966 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $7.95M as of Q2 2026.
Moran Wealth Management sold 67,903 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $1.51M.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.22% of Moran Wealth Management's portfolio in Q2 2026, its #151 holding.
Moran Wealth Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2023 and has held it in 11 quarters since.
Moran Wealth Management's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $8M in Q1 2026.
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 Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.