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

Schroder Investment Management 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 		$679K Buy
28,651
+40
+0.1% +$888 ﹤0.01% 1055
2026
Q1 		$536K Sell
28,611
-20
-0.1% -$420 ﹤0.01% 1085
2025
Q4 		$555K Hold
28,631
– – ﹤0.01% 1049
2025
Q3 		$474K Buy
28,631
+57
+0.2% +$913 ﹤0.01% 1092
2025
Q2 		$432K Sell
28,574
-28
-0.1% -$403 ﹤0.01% 1069
2025
Q1 		$443K Buy
28,602
+40
+0.1% +$608 ﹤0.01% 1088
2024
Q4 		$416K Buy
28,562
+25
+0.1% +$343 ﹤0.01% 1119
2024
Q3 		$341K Sell
28,537
-17,106
-37% -$226K ﹤0.01% 1142
2024
Q2 		$612K Buy
45,643
+16,517
+57% +$200K ﹤0.01% 1085
2024
Q1 		$343K Sell
29,126
-70
-0.2% -$751 ﹤0.01% 1135
2023
Q4 		$283K Sell
29,196
-19,095
-40% -$185K ﹤0.01% 1127
2023
Q3 		$476K Sell
48,291
-46,873
-49% -$434K ﹤0.01% 1103
2023
Q2 		$818K Buy
95,164
+380
+0.4% +$3.14K ﹤0.01% 1074
2023
Q1 		$758K Buy
94,784
+16,549
+21% +$140K ﹤0.01% 1092
2022
Q4 		$627K Hold
78,235
– – ﹤0.01% 1110
2022
Q3 		$430K Sell
78,235
-47,988
-38% -$289K ﹤0.01% 1164
2022
Q2 		$745K Hold
126,223
– – ﹤0.01% 1114
2022
Q1 		$791K Buy
+126,223
New +$899K ﹤0.01% 1165
2018
Q2 		– Sell
-3,328
Closed -$28K – 1325
2018
Q1 		$28K Hold
3,328
– – ﹤0.01% 1248
2017
Q4 		$29K Hold
3,328
– – ﹤0.01% 1296
2017
Q3 		$26K Sell
3,328
-30,895
-90% -$235K ﹤0.01% 1293
2017
Q2 		$268K Hold
34,223
– – ﹤0.01% 1134
2017
Q1 		$254K Sell
34,223
-856
-2% -$6.65K ﹤0.01% 1090
2016
Q4 		$268K Hold
35,079
– – ﹤0.01% 1015
2016
Q3 		$237K Sell
35,079
-7,684
-18% -$49.9K ﹤0.01% 1028
2016
Q2 		$245K Hold
42,763
– – ﹤0.01% 1019
2016
Q1 		$255K Hold
42,763
– – ﹤0.01% 1013
2015
Q4 		$325K Hold
42,763
– – ﹤0.01% 1012
2015
Q3 		$326K Sell
42,763
-406
-0.9% -$3.41K ﹤0.01% 996
2015
Q2 		$378K Sell
43,169
-625
-1% -$5.43K ﹤0.01% 999
2015
Q1 		$347K Buy
43,794
+925
+2% +$6.92K ﹤0.01% 1031
2014
Q4 		$312K Hold
42,869
– – ﹤0.01% 1108
2014
Q3 		$352K Hold
42,869
– – ﹤0.01% 1125
2014
Q2 		$363K Buy
42,869
+7,877
+23% +$64.9K ﹤0.01% 1095
2014
Q1 		$303K Hold
34,992
– – ﹤0.01% 1129
2013
Q4 		$367K Hold
34,992
– – ﹤0.01% 1170
2013
Q3 		$340K Buy
34,992
+10,880
+45% +$103K ﹤0.01% 1156
2013
Q2 		$222K Buy
+24,112
New +$215K ﹤0.01% 1213

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
CCMG
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

Schroder Investment Management Group's SMFG Position: Q2 2026 in Review

Schroder Investment Management Group increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 0.14% in Q2 2026, buying an estimated $888 and bringing the position to 28,651 shares worth $679K. The position accounts for ﹤0.01% of the portfolio, ranked #1055.

Schroder Investment Management Group first reported a position in SMFG in Q2 2013 and has held it in 38 quarters since. The position peaked at $818K in Q2 2023. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Schroder Investment Management Group held 28,651 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $679K as of Q2 2026.
  • Schroder Investment Management Group bought 40 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $888.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Schroder Investment Management Group's portfolio in Q2 2026, its #1055 holding.
  • Schroder Investment Management Group first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2013 and has held it in 38 quarters since.
  • Schroder Investment Management Group's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $818K in Q2 2023.
  • 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 Schroder Investment Management Group's 13F filing for Q2 2026, filed 13 Aug 2026.