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

Morgan Stanley’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	$592M	Buy	25,112,524 +2,154,153	+9%	+$47.8M	0.03%	500
2026 Q1	$453M	Buy	22,958,371 +1,417,232	+7%	+$29.8M	0.03%	578
2025 Q4	$416M	Buy	21,541,139 +404,435	+2%	+$7.01M	0.02%	598
2025 Q3	$354M	Sell	21,136,704 -10,120,195	-32%	-$162M	0.02%	653
2025 Q2	$472M	Sell	31,256,899 -3,828,867	-11%	-$55.1M	0.03%	519
2025 Q1	$542M	Buy	35,085,766 +11,387,943	+48%	+$173M	0.04%	440
2024 Q4	$343M	Buy	23,697,823 +7,381,603	+45%	+$101M	0.02%	609
2024 Q3	$206M	Buy	16,316,220 +2,848,854	+21%	+$37.6M	0.01%	811
2024 Q2	$181M	Buy	13,467,366 +1,343,938	+11%	+$16.3M	0.01%	858
2024 Q1	$143M	Sell	12,123,428 -1,259,023	-9%	-$13.5M	0.01%	958
2023 Q4	$130M	Buy	13,382,451 +1,121,992	+9%	+$10.9M	0.01%	992
2023 Q3	$121M	Sell	12,260,459 -30,673	-0.2%	-$284K	0.01%	960
2023 Q2	$106M	Buy	12,291,132 +344,108	+3%	+$2.84M	0.01%	1057
2023 Q1	$95.6M	Sell	11,947,024 -1,441,497	-11%	-$12.2M	0.01%	1087
2022 Q4	$107M	Sell	13,388,521 -2,297,622	-15%	-$14.6M	0.01%	985
2022 Q3	$86.3M	Buy	15,686,143 +1,418,238	+10%	+$8.55M	0.01%	978
2022 Q2	$84.2M	Buy	14,267,905 +6,230,405	+78%	+$37.6M	0.01%	1037
2022 Q1	$50.4M	Sell	8,037,500 -915,261	-10%	-$6.52M	0.01%	1304
2021 Q4	$60.8M	Buy	8,952,761 +353,554	+4%	+$2.39M	0.01%	1205
2021 Q3	$60.3M	Buy	8,599,207 +67,941	+0.8%	+$473K	0.01%	1163
2021 Q2	$58.8M	Buy	8,531,266 +789,643	+10%	+$5.66M	0.01%	1195
2021 Q1	$56.1M	Buy	7,741,623 +598,570	+8%	+$4.17M	0.01%	1099
2020 Q4	$44.1M	Sell	7,143,053 -688,081	-9%	-$4.04M	0.01%	1177
2020 Q3	$43.8M	Sell	7,831,134 -133,822	-2%	-$767K	0.01%	971
2020 Q2	$44.8M	Sell	7,964,956 -922,997	-10%	-$4.99M	0.01%	890
2020 Q1	$42.6M	Buy	8,887,953 +417,388	+5%	+$2.69M	0.01%	809
2019 Q4	$62.8M	Buy	8,470,565 +47,984	+0.6%	+$345K	0.01%	810
2019 Q3	$57.6M	Sell	8,422,581 -444,202	-5%	-$3.03M	0.02%	782
2019 Q2	$62.6M	Buy	8,866,783 +137,875	+2%	+$976K	0.02%	745
2019 Q1	$61.4M	Buy	8,728,908 +86,549	+1%	+$619K	0.02%	736
2018 Q4	$56.3M	Sell	8,642,359 -1,255,008	-13%	-$9.37M	0.02%	757
2018 Q3	$79.5M	Buy	9,897,367 +118,091	+1%	+$933K	0.02%	713
2018 Q2	$76M	Sell	9,779,276 -42,230	-0.4%	-$351K	0.02%	709
2018 Q1	$83.5M	Buy	9,821,506 +329,376	+3%	+$2.94M	0.02%	667
2017 Q4	$82.5M	Buy	9,492,130 +1,092,724	+13%	+$8.86M	0.02%	674
2017 Q3	$64.8M	Sell	8,399,406 -1,276	-0%	-$9.72K	0.02%	767
2017 Q2	$66M	Buy	8,400,682 +771,770	+10%	+$5.73M	0.02%	768
2017 Q1	$55.3M	Buy	7,628,912 +26,708	+0.4%	+$207K	0.02%	853
2016 Q4	$58.1M	Sell	7,602,204 -305,875	-4%	-$2.22M	0.02%	797
2016 Q3	$53.4M	Sell	7,908,079 -909,402	-10%	-$5.9M	0.02%	818
2016 Q2	$50.4M	Sell	8,817,481 -4,615,356	-34%	-$28.2M	0.02%	791
2016 Q1	$80.7M	Sell	13,432,837 -9,854,150	-42%	-$61.5M	0.03%	542
2015 Q4	$177M	Sell	23,286,987 -2,122,081	-8%	-$16.7M	0.06%	318
2015 Q3	$194M	Sell	25,409,068 -439,817	-2%	-$3.7M	0.07%	292
2015 Q2	$230M	Buy	25,848,885 +4,545,288	+21%	+$39.5M	0.08%	280
2015 Q1	$165M	Buy	21,303,597 +5,035,100	+31%	+$37.6M	0.06%	346
2014 Q4	$118M	Sell	16,268,497 -1,116,945	-6%	-$8.48M	0.04%	452
2014 Q3	$143M	Buy	17,385,442 +1,671,685	+11%	+$13.7M	0.05%	383
2014 Q2	$133M	Buy	15,713,757 +713,521	+5%	+$5.88M	0.05%	404
2014 Q1	$130M	Buy	15,000,236 +1,900,503	+15%	+$17.8M	0.05%	386
2013 Q4	$137M	Buy	13,099,733 +4,798,758	+58%	+$47.7M	0.06%	357
2013 Q3	$80.8M	Buy	8,300,975 +2,218,576	+36%	+$21.1M	0.04%	484
2013 Q2	$56.1M	Buy	+6,082,399	New	+$54.3M	0.03%	604

Other funds holding SMFG

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley's SMFG Position: Q2 2026 in Review

Morgan Stanley increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 9.4% in Q2 2026, buying an estimated $47.8M and bringing the position to 25,112,524 shares worth $592M. The position accounts for 0.03% of the portfolio, ranked #500.

Morgan Stanley first reported a position in SMFG in Q2 2013 and has held it in 53 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Morgan Stanley held 25,112,524 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $592M as of Q2 2026.
Morgan Stanley bought 2,154,153 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $47.8M.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.03% of Morgan Stanley's portfolio in Q2 2026, its #500 holding.
Morgan Stanley first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2013 and has held it in 53 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 Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.