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

ORG Wealth Partners’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	$13.3K	Hold	566	–	–	﹤0.01%	497
2026 Q1	$11.2K	Buy	566 +289	+104%	+$6.07K	﹤0.01%	491
2025 Q4	$5.35K	Hold	277	–	–	﹤0.01%	517
2025 Q3	$4.64K	Hold	277	–	–	﹤0.01%	534
2025 Q2	$4.18K	Hold	277	–	–	﹤0.01%	564
2025 Q1	$4.18K	Sell	277 -22	-7%	-$335	﹤0.01%	628
2024 Q4	$4.33K	Hold	299	–	–	﹤0.01%	428
2024 Q3	$3.78K	Buy	+299	New	+$3.95K	﹤0.01%	420

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

ORG Wealth Partners's SMFG Position: Q2 2026 in Review

ORG Wealth Partners held its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) position steady in Q2 2026 at 566 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #497.

ORG Wealth Partners first reported a position in SMFG in Q3 2024 and has held it in 8 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

ORG Wealth Partners held 566 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $13.3K as of Q2 2026.
ORG Wealth Partners left its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) share count unchanged in Q2 2026.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #497 holding.
ORG Wealth Partners first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2024 and has held it in 8 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 ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.