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

RNC Capital 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	$834K	Sell	35,379 -11,820	-25%	-$262K	0.03%	115
2026 Q1	$932K	Sell	47,199 -70	-0.1%	-$1.47K	0.04%	104
2025 Q4	$914K	Buy	47,269 +1,913	+4%	+$33.2K	0.04%	102
2025 Q3	$759K	Buy	45,356 +3,593	+9%	+$57.6K	0.03%	109
2025 Q2	$631K	Buy	41,763 +4,955	+13%	+$71.3K	0.03%	115
2025 Q1	$569K	Buy	36,808 +588	+2%	+$8.94K	0.03%	110
2024 Q4	$525K	Sell	36,220 -995	-3%	-$13.7K	0.03%	113
2024 Q3	$499K	Hold	37,215	–	–	0.03%	112
2024 Q2	$499K	Sell	37,215 -650	-2%	-$7.87K	0.03%	112
2024 Q1	$446K	Sell	37,865 -245	-0.6%	-$2.63K	0.03%	117
2023 Q4	$369K	Hold	38,110	–	–	0.02%	117
2023 Q3	$375K	Sell	38,110 -440	-1%	-$4.07K	0.02%	117
2023 Q2	$332K	Sell	38,550 -1,100	-3%	-$9.09K	0.02%	147
2023 Q1	$317K	Buy	39,650 +650	+2%	+$5.5K	0.02%	151
2022 Q4	$313K	Sell	39,000 -7,300	-16%	-$46.5K	0.02%	147
2022 Q3	$255K	Sell	46,300 -1,800	-4%	-$10.9K	0.02%	153
2022 Q2	$284K	Sell	48,100 -2,300	-5%	-$13.9K	0.02%	155
2022 Q1	$316K	Buy	50,400 +1,900	+4%	+$13.5K	0.02%	154
2021 Q4	$329K	Buy	48,500 +13,050	+37%	+$88.4K	0.02%	152
2021 Q3	$249K	Buy	35,450 +3,600	+11%	+$25.1K	0.01%	162
2021 Q2	$219K	Buy	31,850 +10,375	+48%	+$74.4K	0.01%	160
2021 Q1	$156K	Buy	21,475 +2,950	+16%	+$20.5K	0.01%	146
2020 Q4	$114K	Buy	+18,525	New	+$109K	0.01%	142

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

RNC Capital Management's SMFG Position: Q2 2026 in Review

RNC Capital Management reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 25% in Q2 2026, selling an estimated $262K and leaving 35,379 shares worth $834K. The position accounts for 0.03% of the portfolio, ranked #115.

RNC Capital Management first reported a position in SMFG in Q4 2020 and has held it in 23 quarters since. The position peaked at $932K in Q1 2026. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

RNC Capital Management held 35,379 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $834K as of Q2 2026.
RNC Capital Management sold 11,820 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $262K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.03% of RNC Capital Management's portfolio in Q2 2026, its #115 holding.
RNC Capital Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2020 and has held it in 23 quarters since.
RNC Capital Management's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $932K in Q1 2026.
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 RNC Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.