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

Sowell Financial Services’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	$401K	Sell	17,025 -848	-5%	-$18.8K	0.01%	743
2026 Q1	$353K	Buy	17,873 +437	+3%	+$9.18K	0.01%	772
2025 Q4	$337K	Buy	17,436 +2,653	+18%	+$46K	0.01%	789
2025 Q3	$247K	Sell	14,783 -3,916	-21%	-$62.7K	0.01%	900
2025 Q2	$283K	Buy	18,699 +1,094	+6%	+$15.7K	0.01%	810
2025 Q1	$272K	Buy	17,605 +2,590	+17%	+$39.4K	0.01%	805
2024 Q4	$218K	Buy	+15,015	New	+$206K	0.01%	500
2021 Q2	–	Sell	-2,020	Closed	-$15K	–	2371
2021 Q1	$15K	Buy	2,020 +1,086	+116%	+$7.56K	﹤0.01%	2167
2020 Q4	$6K	Hold	934	–	–	﹤0.01%	2227
2020 Q3	$5K	Hold	934	–	–	﹤0.01%	2014
2020 Q2	$5K	Hold	934	–	–	﹤0.01%	1914
2020 Q1	$4K	Sell	934 -503	-35%	-$3.24K	﹤0.01%	1924
2019 Q4	$11K	Sell	1,437 -503	-26%	-$3.62K	﹤0.01%	1662
2019 Q3	$13K	Buy	+1,940	New	+$13.3K	﹤0.01%	1450

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

Sowell Financial Services's SMFG Position: Q2 2026 in Review

Sowell Financial Services reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 4.7% in Q2 2026, selling an estimated $18.8K and leaving 17,025 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #743.

Sowell Financial Services first reported a position in SMFG in Q3 2019 and has held it in 14 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Sowell Financial Services held 17,025 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $401K as of Q2 2026.
Sowell Financial Services sold 848 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $18.8K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #743 holding.
Sowell Financial Services first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2019 and has held it in 14 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 Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.