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

Pacer Advisors’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
2025 Q2	–	Sell	-57,884	Closed	-$895K	–	3579
2025 Q1	$895K	Buy	57,884 +1,668	+3%	+$25.4K	﹤0.01%	1248
2024 Q4	$815K	Buy	56,216 +156	+0.3%	+$2.14K	﹤0.01%	1452
2024 Q3	$708K	Sell	56,060 -1,270	-2%	-$16.8K	﹤0.01%	1524
2024 Q2	$769K	Sell	57,330 -2,020	-3%	-$24.5K	﹤0.01%	1438
2024 Q1	$699K	Sell	59,350 -2,216	-4%	-$23.8K	﹤0.01%	1409
2023 Q4	$596K	Buy	61,566 +402	+0.7%	+$3.9K	﹤0.01%	1459
2023 Q3	$602K	Buy	61,164 +1,238	+2%	+$11.5K	﹤0.01%	1046
2023 Q2	$515K	Buy	59,926 +3,788	+7%	+$31.3K	﹤0.01%	1465
2023 Q1	$449K	Buy	56,138 +4,114	+8%	+$34.8K	﹤0.01%	1168
2022 Q4	$417K	Buy	+52,024	New	+$331K	﹤0.01%	1399
2020 Q4	–	Sell	-70,019	Closed	-$391K	–	1534
2020 Q3	$391K	Buy	+70,019	New	+$401K	0.01%	1063
2020 Q1	–	Sell	-53,111	Closed	-$394K	–	1044
2019 Q4	$394K	Buy	53,111 +15,754	+42%	+$113K	0.02%	837
2019 Q3	$256K	Buy	37,357 +11,944	+47%	+$81.6K	0.01%	1077
2019 Q2	$179K	Buy	+25,413	New	+$180K	﹤0.01%	1066
2017 Q4	–	Sell	-14,186	Closed	-$109K	–	1290
2017 Q3	$109K	Hold	14,186	–	–	0.01%	1056
2017 Q2	$112K	Sell	14,186 -949	-6%	-$7.05K	0.01%	1082
2017 Q1	$110K	Hold	15,135	–	–	0.01%	1015
2016 Q4	$116K	Buy	15,135 +2,415	+19%	+$17.5K	0.02%	993
2016 Q3	$86K	Hold	12,720	–	–	0.01%	978
2016 Q2	$73K	Hold	12,720	–	–	0.01%	1014
2016 Q1	$76K	Sell	12,720 -4,669	-27%	-$29.1K	0.02%	702
2015 Q4	$132K	Sell	17,389 -2,058	-11%	-$16.2K	0.03%	491
2015 Q3	$148K	Hold	19,447	–	–	0.36%	100
2015 Q2	$173K	Hold	19,447	–	–	0.36%	111
2015 Q1	$151K	Buy	+19,447	New	+$145K	0.31%	114
2013 Q4	$995K	Buy	+136,637	New	+$1.36M	0.24%	119

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Pacer Advisors's SMFG Position: Q2 2025 in Review

Pacer Advisors sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q2 2025, closing a stake of 57,884 shares — an estimated $895K sold.

Pacer Advisors first reported a position in SMFG in Q4 2013 and held it in 26 quarters. The position peaked at $995K in Q4 2013. 371 funds tracked by Wall St. Rank hold SMFG as of Q2 2025.

Pacer Advisors reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q2 2025 after selling out during the quarter.
Pacer Advisors sold 57,884 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2025, an estimated $895K.
Pacer Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2013 and held it in 26 quarters.
Pacer Advisors's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $995K in Q4 2013.
371 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 2025.

Based on Pacer Advisors's 13F filing for Q2 2025, filed 12 Aug 2025.