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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10.5M Buy
446,780
+43,969
+11% +$976K 1.1% 25
2026
Q1
$7.99M Sell
402,811
-307,842
-43% -$6.47M 0.96% 30
2025
Q4
$13.7M Buy
710,653
+24,383
+4% +$423K 1.81% 6
2025
Q3
$11.5M Buy
686,270
+180,399
+36% +$2.89M 1.6% 8
2025
Q2
$7.64M Buy
505,871
+96,473
+24% +$1.39M 1.16% 18
2025
Q1
$6.33M Sell
409,398
-39,616
-9% -$603K 1.32% 14
2024
Q4
$6.51M Buy
449,014
+14,004
+3% +$192K 1.31% 15
2024
Q3
$5.49M Buy
435,010
+13,302
+3% +$176K 1.05% 24
2024
Q2
$5.66M Sell
421,708
-27,585
-6% -$334K 1.15% 22
2024
Q1
$5.29M Buy
449,293
+75,126
+20% +$806K 1.07% 21
2023
Q4
$3.62M Sell
374,167
-5,415
-1% -$52.5K 0.73% 43
2023
Q3
$3.74M Buy
+379,582
New +$3.51M 0.8% 35

Other funds holding SMFG

Ramirez Asset Management's SMFG Position: Q2 2026 in Review

Ramirez Asset Management increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 11% in Q2 2026, buying an estimated $976K and bringing the position to 446,780 shares worth $10.5M. The position accounts for 1.1% of the portfolio, ranked #25.

Ramirez Asset Management first reported a position in SMFG in Q3 2023 and has held it in 12 quarters since. The position peaked at $13.7M in Q4 2025. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Ramirez Asset Management held 446,780 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $10.5M as of Q2 2026.
  • Ramirez Asset Management bought 43,969 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $976K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 1.1% of Ramirez Asset Management's portfolio in Q2 2026, its #25 holding.
  • Ramirez Asset Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2023 and has held it in 12 quarters since.
  • Ramirez Asset Management's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $13.7M in Q4 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 Ramirez Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.