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

Plante Moran Financial 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
2026 Q2	$6.39K	Buy	+271	New	+$6.02K	﹤0.01%	608
2019 Q4	–	Sell	-1,979	Closed	-$14K	–	885
2019 Q3	$14K	Buy	1,979 +1,193	+152%	+$8.15K	﹤0.01%	550
2019 Q2	$6K	Sell	786 -183	-19%	-$1.3K	﹤0.01%	632
2019 Q1	$7K	Sell	969 -394	-29%	-$2.82K	﹤0.01%	605
2018 Q4	$9K	Buy	1,363 +406	+42%	+$3.03K	﹤0.01%	522
2018 Q3	$8K	Sell	957 -495	-34%	-$3.91K	﹤0.01%	534
2018 Q2	$11K	Sell	1,452 -6,086	-81%	-$50.6K	0.01%	539
2018 Q1	$64K	Buy	7,538 +1,480	+24%	+$13.2K	0.03%	305
2017 Q4	$53K	Buy	6,058 +810	+15%	+$6.56K	0.03%	338
2017 Q3	$40K	Buy	5,248 +5,093	+3,286%	+$38.8K	0.02%	355
2017 Q2	$1K	Sell	155 -2,920	-95%	-$21.7K	﹤0.01%	801
2017 Q1	$22K	Buy	3,075 +2,820	+1,106%	+$21.9K	0.01%	465
2016 Q4	$2K	Buy	+255	New	+$1.85K	﹤0.01%	869

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

Plante Moran Financial Advisors's SMFG Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q2 2026: 271 shares worth $6.39K. The stake represents ﹤0.01% of the portfolio and ranks #608 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in SMFG as recently as Q3 2019.

Plante Moran Financial Advisors first reported a position in SMFG in Q4 2016 and has held it in 13 quarters since. The position peaked at $64K in Q1 2018. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Plante Moran Financial Advisors held 271 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $6.39K as of Q2 2026.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) was a new Plante Moran Financial Advisors position in Q2 2026.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #608 holding.
Plante Moran Financial Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2016 and has held it in 13 quarters since.
Plante Moran Financial Advisors's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $64K in Q1 2018.
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 Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.