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

Old Mission 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 Q1	–	Sell	-76,552	Closed	-$1.48M	–	1256
2025 Q4	$1.48M	Buy	+76,552	New	+$1.33M	0.03%	264
2024 Q4	–	Sell	-158,166	Closed	-$2M	–	1154
2024 Q3	$2M	Buy	158,166 +106,784	+208%	+$1.41M	0.03%	315
2024 Q2	$689K	Buy	+51,382	New	+$622K	0.01%	607
2024 Q1	–	Sell	-647,389	Closed	-$6.27M	–	1588
2023 Q4	$6.27M	Buy	+647,389	New	+$6.28M	0.11%	153
2023 Q2	–	Sell	-16,866	Closed	-$135K	–	1525
2023 Q1	$135K	Sell	16,866 -279,682	-94%	-$2.37M	﹤0.01%	1220
2022 Q4	$2.38M	Sell	296,548 -287,298	-49%	-$1.83M	0.07%	258
2022 Q3	$3.21M	Sell	583,846 -350,173	-37%	-$2.11M	0.1%	151
2022 Q2	$5.51M	Buy	934,019 +855,122	+1,084%	+$5.17M	0.15%	127
2022 Q1	$495K	Buy	+78,897	New	+$562K	0.01%	724
2021 Q2	–	Sell	-20,948	Closed	-$152K	–	1224
2021 Q1	$152K	Sell	20,948 -309,530	-94%	-$2.16M	0.01%	701
2020 Q4	$2.04M	Buy	330,478 +283,492	+603%	+$1.66M	0.13%	148
2020 Q3	$263K	Sell	46,986 -101,747	-68%	-$583K	0.02%	353
2020 Q2	$836K	Buy	148,733 +54,068	+57%	+$292K	0.06%	209
2020 Q1	$453K	Buy	94,665 +12,535	+15%	+$80.7K	0.04%	226
2019 Q4	$609K	Buy	82,130 +71,143	+648%	+$512K	0.05%	189
2019 Q3	$75K	Sell	10,987 -231,021	-95%	-$1.58M	0.01%	194
2019 Q2	$1.71M	Buy	+242,008	New	+$1.71M	0.21%	90
2019 Q1	–	Sell	-353,114	Closed	-$2.3M	–	331
2018 Q4	$2.3M	Buy	353,114 +330,347	+1,451%	+$2.47M	0.23%	96
2018 Q3	$183K	Buy	+22,767	New	+$180K	0.03%	234
2017 Q2	–	Sell	-36,505	Closed	-$265K	–	362
2017 Q1	$265K	Sell	36,505 -6,490	-15%	-$50.4K	0.03%	263
2016 Q4	$328K	Sell	42,995 -129,781	-75%	-$942K	0.03%	305
2016 Q3	$1.17M	Buy	172,776 +57,297	+50%	+$372K	0.08%	155
2016 Q2	$661K	Sell	115,479 -7,899	-6%	-$48.3K	0.05%	183
2016 Q1	$742K	Buy	+123,378	New	+$769K	0.07%	140
2015 Q3	–	Sell	-292,869	Closed	-$2.6M	–	278
2015 Q2	$2.6M	Buy	+292,869	New	+$2.54M	0.33%	31
2015 Q1	–	Sell	-119,681	Closed	-$871K	–	268
2014 Q4	$871K	Buy	+119,681	New	+$908K	0.15%	93

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

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Old Mission Capital's SMFG Position: Q1 2026 in Review

Old Mission Capital sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q1 2026, closing a stake of 76,552 shares — an estimated $1.48M sold.

Old Mission Capital first reported a position in SMFG in Q4 2014 and held it in 26 quarters. The position peaked at $6.27M in Q4 2023. 444 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

Old Mission Capital reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q1 2026 after selling out during the quarter.
Old Mission Capital sold 76,552 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q1 2026, an estimated $1.48M.
Old Mission Capital first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2014 and held it in 26 quarters.
Old Mission Capital's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $6.27M in Q4 2023.
444 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 Q1 2026.

Based on Old Mission Capital's 13F filing for Q1 2026, filed 15 May 2026.