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

Private Advisor Group’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 		– Sell
-22,435
Closed -$443K – 2869
2026
Q1 		$443K Buy
22,435
+1,532
+7% +$32.2K ﹤0.01% 1940
2025
Q4 		$404K Buy
20,903
+582
+3% +$10.1K ﹤0.01% 1964
2025
Q3 		$340K Buy
20,321
+657
+3% +$10.5K ﹤0.01% 1999
2025
Q2 		$297K Sell
19,664
-1,897
-9% -$27.3K ﹤0.01% 1988
2025
Q1 		$333K Sell
21,561
-4,969
-19% -$75.6K ﹤0.01% 1812
2024
Q4 		$384K Buy
26,530
+2,257
+9% +$31K ﹤0.01% 1725
2024
Q3 		$307K Buy
24,273
+1,238
+5% +$16.4K ﹤0.01% 1934
2024
Q2 		$309K Buy
23,035
+2,003
+10% +$24.3K ﹤0.01% 1859
2024
Q1 		$248K Sell
21,032
-4,064
-16% -$43.6K ﹤0.01% 1973
2023
Q4 		$243K Sell
25,096
-5,097
-17% -$49.4K ﹤0.01% 1928
2023
Q3 		$297K Buy
30,193
+275
+0.9% +$2.54K ﹤0.01% 1631
2023
Q2 		$279K Buy
29,918
+4,833
+19% +$39.9K ﹤0.01% 1670
2023
Q1 		$201K Buy
25,085
+2,156
+9% +$18.2K ﹤0.01% 1789
2022
Q4 		$182K Sell
22,929
-1,881
-8% -$12K 0.01% 900
2022
Q3 		$136K Sell
24,810
-24,707
-50% -$149K ﹤0.01% 1741
2022
Q2 		$292K Buy
49,517
+12,903
+35% +$77.9K ﹤0.01% 1664
2022
Q1 		$229K Sell
36,614
-211
-0.6% -$1.5K ﹤0.01% 1825
2021
Q4 		$250K Sell
36,825
-36,689
-50% -$249K ﹤0.01% 1824
2021
Q3 		$514K Buy
73,514
+41,765
+132% +$291K ﹤0.01% 1498
2021
Q2 		$219K Buy
31,749
+188
+0.6% +$1.35K ﹤0.01% 1788
2021
Q1 		$228K Buy
31,561
+9,228
+41% +$64.3K ﹤0.01% 1678
2020
Q4 		$138K Sell
22,333
-1,515
-6% -$8.89K ﹤0.01% 1673
2020
Q3 		$135K Sell
23,848
-206
-0.9% -$1.18K ﹤0.01% 1463
2020
Q2 		$136K Buy
+24,054
New +$130K ﹤0.01% 1545
2020
Q1 		– Sell
-12,019
Closed -$89K – 1616
2019
Q4 		$89K Sell
12,019
-12,428
-51% -$89.4K ﹤0.01% 1565
2019
Q3 		$172K Buy
24,447
+14,043
+135% +$95.9K ﹤0.01% 1525
2019
Q2 		$73K Buy
+10,404
New +$73.7K ﹤0.01% 1609
2017
Q4 		– Sell
-12,354
Closed -$95K – 1379
2017
Q3 		$95K Buy
+12,354
New +$94.2K ﹤0.01% 1414
2017
Q2 		– Sell
-10,243
Closed -$73K – 1465
2017
Q1 		$73K Buy
+10,243
New +$79.6K ﹤0.01% 1376

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Clark Capital Management Group
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Private Advisor Group's SMFG Position: Q2 2026 in Review

Private Advisor Group sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q2 2026, closing a stake of 22,435 shares — an estimated $443K sold.

Private Advisor Group first reported a position in SMFG in Q1 2017 and held it in 29 quarters. The position peaked at $514K in Q3 2021. 463 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Private Advisor Group reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q2 2026 after selling out during the quarter.
  • Private Advisor Group sold 22,435 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $443K.
  • Private Advisor Group first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2017 and held it in 29 quarters.
  • Private Advisor Group's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $514K in Q3 2021.
  • 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 Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.