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

Parr McKnight Wealth Management Group’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	$3.27M	Buy	138,754 +673	+0.5%	+$14.9K	0.39%	87
2026 Q1	$2.73M	Sell	138,081 -8,336	-6%	-$175K	0.36%	95
2025 Q4	$2.83M	Sell	146,417 -3,719	-2%	-$64.5K	0.37%	88
2025 Q3	$2.51M	Buy	150,136 +926	+0.6%	+$14.8K	0.33%	96
2025 Q2	$2.25M	Buy	149,210 +2,875	+2%	+$41.3K	0.31%	106
2025 Q1	$2.26M	Sell	146,335 -95,766	-40%	-$1.46M	0.33%	106
2024 Q4	$3.51M	Buy	+242,101	New	+$3.33M	0.5%	59

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

Parr McKnight Wealth Management Group's SMFG Position: Q2 2026 in Review

Parr McKnight Wealth Management Group increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 0.49% in Q2 2026, buying an estimated $14.9K and bringing the position to 138,754 shares worth $3.27M. The position accounts for 0.39% of the portfolio, ranked #87.

Parr McKnight Wealth Management Group first reported a position in SMFG in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.51M in Q4 2024. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Parr McKnight Wealth Management Group held 138,754 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $3.27M as of Q2 2026.
Parr McKnight Wealth Management Group bought 673 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $14.9K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.39% of Parr McKnight Wealth Management Group's portfolio in Q2 2026, its #87 holding.
Parr McKnight Wealth Management Group first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2024 and has held it in 7 quarters since.
Parr McKnight Wealth Management Group's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $3.51M in Q4 2024.
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 Parr McKnight Wealth Management Group's 13F filing for Q2 2026, filed 5 Aug 2026.