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

Principal Street 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	$695K	Hold	29,475	–	–	0.1%	120
2026 Q1	$582K	Hold	29,475	–	–	0.1%	128
2025 Q4	$570K	Hold	29,475	–	–	0.1%	126
2025 Q3	$493K	Sell	29,475 -28,793	-49%	-$461K	0.08%	135
2025 Q2	$880K	Buy	58,268 +29,134	+100%	+$419K	0.09%	135
2025 Q1	$450K	Hold	29,134	–	–	0.08%	134
2024 Q4	$422K	Hold	29,134	–	–	0.08%	135
2024 Q3	$391K	Hold	29,134	–	–	0.06%	160
2024 Q2	$391K	Hold	29,134	–	–	0.07%	154
2024 Q1	$338K	Hold	29,134	–	–	0.06%	168
2023 Q4	$282K	Sell	29,134 -28,764	-50%	-$279K	0.07%	167
2023 Q3	$570K	Buy	57,898 +28,949	+100%	+$268K	0.11%	132
2023 Q2	$249K	Buy	28,949 +1,552	+6%	+$12.8K	0.06%	188
2023 Q1	$219K	Buy	27,397 +367	+1%	+$3.11K	0.06%	203
2022 Q4	$217K	Buy	27,030 +3,938	+17%	+$25.1K	0.05%	212
2022 Q3	$127K	Buy	23,092 +8,080	+54%	+$48.7K	0.03%	195
2022 Q2	$89K	Buy	+15,012	New	+$90.7K	0.02%	202

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

Principal Street Partners's SMFG Position: Q2 2026 in Review

Principal Street Partners held its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) position steady in Q2 2026 at 29,475 shares worth $695K. The position accounts for 0.1% of the portfolio, ranked #120.

Principal Street Partners first reported a position in SMFG in Q2 2022 and has held it in 17 quarters since. The position peaked at $880K in Q2 2025. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Principal Street Partners held 29,475 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $695K as of Q2 2026.
Principal Street Partners left its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) share count unchanged in Q2 2026.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.1% of Principal Street Partners's portfolio in Q2 2026, its #120 holding.
Principal Street Partners first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2022 and has held it in 17 quarters since.
Principal Street Partners's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $880K in Q2 2025.
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 Principal Street Partners's 13F filing for Q2 2026, filed 14 Aug 2026.