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

New Republic Capital’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 		$428K Buy
18,146
+165
+0.9% +$3.66K 0.1% 161
2026
Q1 		$355K Sell
17,981
-10,698
-37% -$225K 0.12% 156
2025
Q4 		$554K Buy
28,679
+16,387
+133% +$284K 0.15% 122
2025
Q3 		$206K Buy
12,292
+1,594
+15% +$25.5K 0.06% 186
2025
Q2 		$162K Sell
10,698
-1,996
-16% -$28.7K 0.06% 181
2025
Q1 		$196K Sell
12,694
-746
-6% -$11.3K 0.09% 168
2024
Q4 		$195K Sell
13,440
-1,922
-13% -$26.4K 0.13% 162
2024
Q3 		$194K Sell
15,362
-3,348
-18% -$44.2K 0.11% 161
2024
Q2 		$251K Buy
18,710
+807
+5% +$9.77K 0.13% 145
2024
Q1 		$211K Hold
17,903
– – 0.13% 150
2023
Q4 		$173K Buy
17,903
+340
+2% +$3.3K 0.12% 159
2023
Q3 		$173K Sell
17,563
-2,310
-12% -$21.4K 0.14% 132
2023
Q2 		$171K Buy
19,873
+1,522
+8% +$12.6K 0.12% 147
2023
Q1 		$146K Buy
18,351
+1,352
+8% +$11.4K 0.11% 137
2022
Q4 		$136K Buy
+16,999
New +$108K 0.11% 117

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

New Republic Capital's SMFG Position: Q2 2026 in Review

New Republic Capital increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 0.92% in Q2 2026, buying an estimated $3.66K and bringing the position to 18,146 shares worth $428K. The position accounts for 0.1% of the portfolio, ranked #161.

New Republic Capital first reported a position in SMFG in Q4 2022 and has held it in 15 quarters since. The position peaked at $554K in Q4 2025. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • New Republic Capital held 18,146 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $428K as of Q2 2026.
  • New Republic Capital bought 165 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $3.66K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.1% of New Republic Capital's portfolio in Q2 2026, its #161 holding.
  • New Republic Capital first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2022 and has held it in 15 quarters since.
  • New Republic Capital's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $554K in Q4 2025.
  • 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 New Republic Capital's 13F filing for Q2 2026, filed 31 Jul 2026.