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

Pzena Investment Management’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	$880K	Buy	37,322 +4,774	+15%	+$106K	﹤0.01%	138
2026 Q1	$643K	Buy	32,548 +4,075	+14%	+$85.6K	﹤0.01%	143
2025 Q4	$550K	Buy	28,473 +3,786	+15%	+$65.6K	﹤0.01%	144
2025 Q3	$413K	Buy	24,687 +635	+3%	+$10.2K	﹤0.01%	139
2025 Q2	$363K	Buy	24,052 +1,918	+9%	+$27.6K	﹤0.01%	137
2025 Q1	$342K	Buy	22,134 +2,515	+13%	+$38.3K	﹤0.01%	137
2024 Q4	$284K	Buy	19,619 +1,004	+5%	+$13.8K	﹤0.01%	146
2024 Q3	$235K	Sell	18,615 -3,441	-16%	-$45.4K	﹤0.01%	153
2024 Q2	$296K	Sell	22,056 -683	-3%	-$8.27K	﹤0.01%	156
2024 Q1	$268K	Sell	22,739 -415	-2%	-$4.45K	﹤0.01%	154
2023 Q4	$224K	Hold	23,154	–	–	﹤0.01%	163
2023 Q3	$228K	Sell	23,154 -500	-2%	-$4.63K	﹤0.01%	158
2023 Q2	$203K	Hold	23,654	–	–	﹤0.01%	159
2023 Q1	$189K	Sell	23,654 -3,500	-13%	-$29.6K	﹤0.01%	161
2022 Q4	$218K	Buy	+27,154	New	+$173K	﹤0.01%	173
2022 Q2	–	Sell	-108,562	Closed	-$681K	–	176
2022 Q1	$681K	Hold	108,562	–	–	﹤0.01%	143
2021 Q4	$737K	Buy	108,562 +90,408	+498%	+$612K	﹤0.01%	142
2021 Q3	$127K	Buy	+18,154	New	+$126K	﹤0.01%	168

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

Pzena Investment Management's SMFG Position: Q2 2026 in Review

Pzena Investment Management increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 15% in Q2 2026, buying an estimated $106K and bringing the position to 37,322 shares worth $880K. The position accounts for ﹤0.01% of the portfolio, ranked #138.

Pzena Investment Management first reported a position in SMFG in Q3 2021 and has held it in 18 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Pzena Investment Management held 37,322 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $880K as of Q2 2026.
Pzena Investment Management bought 4,774 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $106K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Pzena Investment Management's portfolio in Q2 2026, its #138 holding.
Pzena Investment Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2021 and has held it in 18 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 Pzena Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.