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

Pekin Hardy Strauss’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	$2.98M	Buy	126,375 +6,450	+5%	+$143K	0.26%	99
2026 Q1	$2.37M	Buy	119,925 +5,950	+5%	+$125K	0.25%	111
2025 Q4	$2.2M	Buy	113,975 +6,750	+6%	+$117K	0.2%	115
2025 Q3	$1.79M	Buy	107,225 +13,375	+14%	+$214K	0.18%	128
2025 Q2	$1.42M	Sell	93,850 -8,500	-8%	-$122K	0.16%	136
2025 Q1	$1.58M	Buy	102,350 +3,250	+3%	+$49.4K	0.19%	124
2024 Q4	$1.44M	Sell	99,100 -1,500	-1%	-$20.6K	0.18%	120
2024 Q3	$1.27M	Buy	100,600 +9,500	+10%	+$125K	0.16%	133
2024 Q2	$1.22M	Buy	+91,100	New	+$1.1M	0.17%	131

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

Pekin Hardy Strauss's SMFG Position: Q2 2026 in Review

Pekin Hardy Strauss increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 5.4% in Q2 2026, buying an estimated $143K and bringing the position to 126,375 shares worth $2.98M. The position accounts for 0.26% of the portfolio, ranked #99.

Pekin Hardy Strauss 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.

Pekin Hardy Strauss held 126,375 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $2.98M as of Q2 2026.
Pekin Hardy Strauss bought 6,450 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $143K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.26% of Pekin Hardy Strauss's portfolio in Q2 2026, its #99 holding.
Pekin Hardy Strauss 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 Pekin Hardy Strauss's 13F filing for Q2 2026, filed 30 Jul 2026.