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

Sequoia Financial Advisors’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	$2.58M	Sell	109,279 -43,607	-29%	-$968K	0.01%	529
2026 Q1	$3.02M	Buy	152,886 +53,655	+54%	+$1.13M	0.02%	458
2025 Q4	$1.92M	Buy	99,231 +1,601	+2%	+$27.8K	0.01%	587
2025 Q3	$1.63M	Buy	97,630 +6,735	+7%	+$108K	0.01%	592
2025 Q2	$1.37M	Buy	90,895 +2,402	+3%	+$34.5K	0.01%	578
2025 Q1	$1.37M	Buy	88,493 +3,373	+4%	+$51.3K	0.01%	522
2024 Q4	$1.23M	Buy	85,120 +2,069	+2%	+$28.4K	0.01%	522
2024 Q3	$1.05M	Sell	83,051 -3,881	-4%	-$51.3K	0.01%	531
2024 Q2	$1.17M	Buy	86,932 +120	+0.1%	+$1.45K	0.01%	451
2024 Q1	$1.02M	Buy	86,812 +3,833	+5%	+$41.1K	0.01%	473
2023 Q4	$803K	Buy	82,979 +11,952	+17%	+$116K	0.01%	594
2023 Q3	$700K	Buy	71,027 +3,502	+5%	+$32.4K	0.01%	420
2023 Q2	$581K	Buy	67,525 +9,747	+17%	+$80.5K	0.01%	483
2023 Q1	$462K	Sell	57,778 -3,053	-5%	-$25.8K	0.01%	481
2022 Q4	$488K	Buy	60,831 +10,151	+20%	+$64.7K	0.01%	437
2022 Q3	$279K	Buy	50,680 +8,362	+20%	+$50.4K	0.01%	402
2022 Q2	$250K	Buy	42,318 +71	+0.2%	+$429	0.01%	489
2022 Q1	$265K	Buy	42,247 +20,150	+91%	+$144K	0.01%	538
2021 Q4	$150K	Buy	+22,097	New	+$150K	﹤0.01%	562
2021 Q3	–	Sell	-11,275	Closed	-$78K	–	416
2021 Q2	$78K	Buy	11,275 +119	+1%	+$853	﹤0.01%	469
2021 Q1	$81K	Buy	11,156 +107	+1%	+$745	﹤0.01%	435
2020 Q4	$68K	Buy	11,049 +252	+2%	+$1.48K	﹤0.01%	409
2020 Q3	$60K	Buy	10,797 +615	+6%	+$3.52K	﹤0.01%	381
2020 Q2	$57K	Buy	+10,182	New	+$55K	﹤0.01%	362

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

Sequoia Financial Advisors's SMFG Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 29% in Q2 2026, selling an estimated $968K and leaving 109,279 shares worth $2.58M. The position accounts for 0.01% of the portfolio, ranked #529.

Sequoia Financial Advisors first reported a position in SMFG in Q2 2020 and has held it in 24 quarters since. The position peaked at $3.02M in Q1 2026. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Sequoia Financial Advisors held 109,279 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $2.58M as of Q2 2026.
Sequoia Financial Advisors sold 43,607 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $968K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #529 holding.
Sequoia Financial Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2020 and has held it in 24 quarters since.
Sequoia Financial Advisors's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $3.02M 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 Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.