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

PDS Planning’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	$1.19M	Buy	50,641 +422	+0.8%	+$9.37K	0.07%	136
2026 Q1	$992K	Sell	50,219 -64	-0.1%	-$1.34K	0.07%	139
2025 Q4	$972K	Buy	50,283 +952	+2%	+$16.5K	0.06%	144
2025 Q3	$826K	Buy	49,331 +2,281	+5%	+$36.5K	0.06%	159
2025 Q2	$711K	Buy	47,050 +1,051	+2%	+$15.1K	0.05%	173
2025 Q1	$711K	Buy	45,999 +2,758	+6%	+$42K	0.06%	161
2024 Q4	$627K	Sell	43,241 -871	-2%	-$12K	0.06%	154
2024 Q3	$557K	Buy	44,112 +22	+0%	+$291	0.05%	171
2024 Q2	$591K	Buy	44,090 +1,321	+3%	+$16K	0.06%	142
2024 Q1	$503K	Buy	42,769 +1,605	+4%	+$17.2K	0.05%	163
2023 Q4	$398K	Buy	41,164 +1,617	+4%	+$15.7K	0.05%	179
2023 Q3	$390K	Buy	39,547 +1,940	+5%	+$17.9K	0.05%	167
2023 Q2	$323K	Buy	37,607 +8,019	+27%	+$66.3K	0.04%	200
2023 Q1	$237K	Buy	29,588 +18,082	+157%	+$153K	0.03%	242
2022 Q4	$92.3K	Sell	11,506 -7,619	-40%	-$48.5K	0.01%	214
2022 Q3	$105K	Buy	19,125 +4,799	+33%	+$28.9K	0.02%	191
2022 Q2	$85K	Sell	14,326 -62	-0.4%	-$375	0.02%	204
2022 Q1	$90K	Sell	14,388 -3,016	-17%	-$21.5K	0.02%	226
2021 Q4	$118K	Sell	17,404 -4,124	-19%	-$27.9K	0.02%	208
2021 Q3	$151K	Sell	21,528 -2,155	-9%	-$15K	0.03%	198
2021 Q2	$163K	Buy	23,683 +5,845	+33%	+$41.9K	0.04%	186
2021 Q1	$129K	Sell	17,838 -161	-0.9%	-$1.12K	0.04%	165
2020 Q4	$111K	Buy	17,999 +1,321	+8%	+$7.75K	0.04%	153
2020 Q3	$93K	Buy	16,678 +1,242	+8%	+$7.12K	0.04%	132
2020 Q2	$87K	Buy	+15,436	New	+$83.4K	0.04%	125

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

PDS Planning's SMFG Position: Q2 2026 in Review

PDS Planning increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 0.84% in Q2 2026, buying an estimated $9.37K and bringing the position to 50,641 shares worth $1.19M. The position accounts for 0.07% of the portfolio, ranked #136.

PDS Planning first reported a position in SMFG in Q2 2020 and has held it in 25 quarters since. 463 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

PDS Planning held 50,641 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $1.19M as of Q2 2026.
PDS Planning bought 422 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $9.37K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.07% of PDS Planning's portfolio in Q2 2026, its #136 holding.
PDS Planning first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2020 and has held it in 25 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 PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.