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

Mount Yale Investment Advisors’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	$1.91M	Buy	80,785 +4,122	+5%	+$91.5K	0.04%	422
2026 Q1	$1.51M	Buy	+76,663	New	+$1.61M	0.04%	434
2025 Q4	–	Sell	-65,989	Closed	-$1.1M	–	788
2025 Q3	$1.1M	Buy	65,989 +135	+0.2%	+$2.16K	0.08%	265
2025 Q2	$995K	Buy	65,854 +1,673	+3%	+$24.1K	0.08%	203
2025 Q1	$992K	Buy	64,181 +2,662	+4%	+$40.5K	0.09%	196
2024 Q4	$891K	Sell	61,519 -19,093	-24%	-$262K	0.07%	222
2024 Q3	$1.02M	Buy	80,612 +1,226	+2%	+$16.2K	0.1%	195
2024 Q2	$1.06M	Buy	79,386 +1,098	+1%	+$13.3K	0.08%	197
2024 Q1	$921K	Sell	78,288 -362	-0.5%	-$3.88K	0.07%	234
2023 Q4	$761K	Buy	78,650 +2,200	+3%	+$21.3K	0.07%	248
2023 Q3	$753K	Buy	76,450 +2,312	+3%	+$21.4K	0.08%	234
2023 Q2	$638K	Buy	74,138 +2,108	+3%	+$17.4K	0.07%	275
2023 Q1	$576K	Sell	72,030 -17,418	-19%	-$147K	0.06%	279
2022 Q4	$717K	Buy	89,448 +2,134	+2%	+$13.6K	0.08%	245
2022 Q3	$480K	Buy	87,314 +994	+1%	+$6K	0.06%	272
2022 Q2	$509K	Sell	86,320 -2,701	-3%	-$16.3K	0.06%	290
2022 Q1	$558K	Buy	89,021 +19,399	+28%	+$138K	0.06%	292
2021 Q4	$473K	Buy	69,622 +6,709	+11%	+$45.4K	0.05%	303
2021 Q3	$441K	Buy	+62,913	New	+$438K	0.05%	307
2020 Q3	–	Sell	-24,345	Closed	-$137K	–	371
2020 Q2	$137K	Sell	24,345 -111,174	-82%	-$601K	0.02%	320
2020 Q1	$649K	Sell	135,519 -34,512	-20%	-$222K	0.15%	141
2019 Q4	$1.19M	Sell	170,031 -13,701	-7%	-$98.6K	0.21%	110
2019 Q3	$1.34M	Sell	183,732 -13,138	-7%	-$89.8K	0.24%	98
2019 Q2	$1.36M	Buy	196,870 +63,415	+48%	+$449K	0.25%	93
2019 Q1	$938K	Buy	133,455 +19,160	+17%	+$137K	0.18%	118
2018 Q4	$808K	Buy	114,295 +46,909	+70%	+$350K	0.16%	126
2018 Q3	$536K	Buy	+67,386	New	+$533K	0.09%	164

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

Mount Yale Investment Advisors's SMFG Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 5.4% in Q2 2026, buying an estimated $91.5K and bringing the position to 80,785 shares worth $1.91M. The position accounts for 0.04% of the portfolio, ranked #422.

Mount Yale Investment Advisors first reported a position in SMFG in Q3 2018 and has held it in 27 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Mount Yale Investment Advisors held 80,785 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $1.91M as of Q2 2026.
Mount Yale Investment Advisors bought 4,122 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $91.5K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.04% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #422 holding.
Mount Yale Investment Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2018 and has held it in 27 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 Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.