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

Optas LLC’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	$457K	Buy	19,385 +819	+4%	+$18.2K	0.06%	204
2026 Q1	$367K	Buy	18,566 +227	+1%	+$4.77K	0.06%	241
2025 Q4	$354K	Buy	18,339 +2,386	+15%	+$41.4K	0.06%	243
2025 Q3	$267K	Buy	15,953 +130	+0.8%	+$2.08K	0.05%	288
2025 Q2	$239K	Buy	15,823 +2,813	+22%	+$40.4K	0.05%	274
2025 Q1	$201K	Buy	13,010 +906	+7%	+$13.8K	0.04%	283
2024 Q4	$175K	Sell	12,104 -2,145	-15%	-$29.5K	0.04%	260
2024 Q3	$180K	Buy	+14,249	New	+$188K	0.04%	230
2022 Q4	–	Sell	-12,395	Closed	-$68K	–	150
2022 Q3	$68K	Sell	12,395 -820	-6%	-$4.95K	0.03%	131
2022 Q2	$78K	Buy	13,215 +730	+6%	+$4.41K	0.03%	136
2022 Q1	$78K	Buy	12,485 +615	+5%	+$4.38K	0.03%	147
2021 Q4	$81K	Sell	11,870 -469	-4%	-$3.18K	0.02%	148
2021 Q3	$87K	Buy	12,339 +42	+0.3%	+$292	0.03%	146
2021 Q2	$84K	Buy	12,297 +308	+3%	+$2.21K	0.02%	146
2021 Q1	$87K	Buy	11,989 +549	+5%	+$3.82K	0.03%	138
2020 Q4	$70K	Sell	11,440 -8,298	-42%	-$48.7K	0.02%	135
2020 Q3	$110K	Buy	+19,738	New	+$113K	0.03%	157

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

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

Optas LLC's SMFG Position: Q2 2026 in Review

Optas LLC increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 4.4% in Q2 2026, buying an estimated $18.2K and bringing the position to 19,385 shares worth $457K. The position accounts for 0.06% of the portfolio, ranked #204.

Optas LLC first reported a position in SMFG in Q3 2020 and has held it in 17 quarters since. 463 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Optas LLC held 19,385 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $457K as of Q2 2026.
Optas LLC bought 819 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $18.2K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.06% of Optas LLC's portfolio in Q2 2026, its #204 holding.
Optas LLC first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2020 and has held it in 17 quarters since.
463 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 Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.