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

&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	$8.64M	Sell	366,043 -474	-0.1%	-$10.5K	0.04%	422
2026 Q1	$7.07M	Buy	366,517 +14,911	+4%	+$313K	0.04%	432
2025 Q4	$6.8M	Buy	351,606 +55,190	+19%	+$957K	0.04%	400
2025 Q3	$5.04M	Buy	296,416 +43,461	+17%	+$696K	0.03%	419
2025 Q2	$3.8M	Buy	252,955 +93,000	+58%	+$1.34M	0.03%	447
2025 Q1	$2.57M	Buy	159,955 +23,711	+17%	+$361K	0.03%	454
2024 Q4	$1.98M	Buy	136,244 +62,945	+86%	+$865K	0.02%	506
2024 Q3	$925K	Buy	73,299 +42,689	+139%	+$564K	0.02%	596
2024 Q2	$410K	Buy	+30,610	New	+$371K	0.02%	610

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

&Partners's SMFG Position: Q2 2026 in Review

&Partners reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 0.13% in Q2 2026, selling an estimated $10.5K and leaving 366,043 shares worth $8.64M. The position accounts for 0.04% of the portfolio, ranked #422.

&Partners first reported a position in SMFG in Q2 2024 and has held it in 9 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

&Partners held 366,043 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $8.64M as of Q2 2026.
&Partners sold 474 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $10.5K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.04% of &Partners's portfolio in Q2 2026, its #422 holding.
&Partners first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2024 and has held it in 9 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 &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.