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

Oppenheimer Asset 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	$1.65M	Buy	70,106 +1,278	+2%	+$28.4K	0.02%	632
2026 Q1	$1.36M	Buy	68,828 +4,236	+7%	+$89K	0.02%	655
2025 Q4	$1.25M	Buy	64,592 +19,425	+43%	+$337K	0.02%	625
2025 Q3	$756K	Buy	45,167 +27,481	+155%	+$440K	0.01%	818
2025 Q2	$267K	Buy	+17,686	New	+$254K	﹤0.01%	1012
2024 Q1	–	Sell	-64,804	Closed	-$627K	–	1160
2023 Q4	$627K	Sell	64,804 -13,557	-17%	-$131K	0.01%	815
2023 Q3	$772K	Sell	78,361 -65,306	-45%	-$604K	0.01%	747
2023 Q2	$1.24M	Sell	143,667 -4,048	-3%	-$33.4K	0.02%	643
2023 Q1	$1.18M	Sell	147,715 -6,680	-4%	-$56.5K	0.02%	640
2022 Q4	$1.24M	Sell	154,395 -5,355	-3%	-$34.1K	0.02%	623
2022 Q3	$879K	Sell	159,750 -2,125	-1%	-$12.8K	0.02%	691
2022 Q2	$955K	Sell	161,875 -6,728	-4%	-$40.6K	0.02%	685
2022 Q1	$1.06M	Sell	168,603 -19,379	-10%	-$138K	0.02%	726
2021 Q4	$1.28M	Sell	187,982 -28,408	-13%	-$192K	0.02%	702
2021 Q3	$1.52M	Sell	216,390 -6,226	-3%	-$43.3K	0.02%	617
2021 Q2	$1.53M	Buy	222,616 +7,781	+4%	+$55.8K	0.02%	618
2021 Q1	$1.56M	Sell	214,835 -12,795	-6%	-$89.1K	0.02%	589
2020 Q4	$1.4M	Buy	227,630 +46,473	+26%	+$273K	0.02%	582
2020 Q3	$1.01M	Sell	181,157 -6,352	-3%	-$36.4K	0.02%	612
2020 Q2	$1.05M	Sell	187,509 -5,660	-3%	-$30.6K	0.02%	583
2020 Q1	$925K	Buy	193,169 +37,607	+24%	+$242K	0.02%	573
2019 Q4	$1.15M	Sell	155,562 -3,671	-2%	-$26.4K	0.02%	590
2019 Q3	$1.09M	Sell	159,233 -13,902	-8%	-$95K	0.02%	583
2019 Q2	$1.22M	Sell	173,135 -2,569	-1%	-$18.2K	0.03%	556
2019 Q1	$1.24M	Buy	175,704 +20,292	+13%	+$145K	0.03%	548
2018 Q4	$1.01M	Sell	155,412 -5,535	-3%	-$41.3K	0.03%	562
2018 Q3	$1.29M	Sell	160,947 -4,749	-3%	-$37.5K	0.03%	540
2018 Q2	$1.29M	Buy	165,696 +16,212	+11%	+$135K	0.03%	528
2018 Q1	$1.27M	Sell	149,484 -36,746	-20%	-$328K	0.03%	528
2017 Q4	$1.44M	Hold	186,230	–	–	0.04%	477
2017 Q3	$1.44M	Buy	186,230 +63,507	+52%	+$484K	0.04%	479
2017 Q2	$965K	Buy	122,723 +27,509	+29%	+$204K	0.03%	597
2017 Q1	$690K	Buy	+95,214	New	+$739K	0.02%	699

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

Oppenheimer Asset Management's SMFG Position: Q2 2026 in Review

Oppenheimer Asset Management increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 1.9% in Q2 2026, buying an estimated $28.4K and bringing the position to 70,106 shares worth $1.65M. The position accounts for 0.02% of the portfolio, ranked #632.

Oppenheimer Asset Management first reported a position in SMFG in Q1 2017 and has held it in 33 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Oppenheimer Asset Management held 70,106 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $1.65M as of Q2 2026.
Oppenheimer Asset Management bought 1,278 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $28.4K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.02% of Oppenheimer Asset Management's portfolio in Q2 2026, its #632 holding.
Oppenheimer Asset Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2017 and has held it in 33 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 Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.