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

Steward Partners Investment Advisory’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	$293K	Buy	12,438 +9,041	+266%	+$201K	﹤0.01%	2018
2026 Q1	$67.1K	Buy	3,397 +471	+16%	+$9.89K	﹤0.01%	2614
2025 Q4	$56.6K	Buy	2,926 +628	+27%	+$10.9K	﹤0.01%	2606
2025 Q3	$38.5K	Sell	2,298 -419	-15%	-$6.71K	﹤0.01%	2740
2025 Q2	$41.1K	Sell	2,717 -95	-3%	-$1.37K	﹤0.01%	2573
2025 Q1	$43.5K	Buy	2,812 +106	+4%	+$1.61K	﹤0.01%	2456
2024 Q4	$39.2K	Hold	2,706	–	–	﹤0.01%	2461
2024 Q3	$34.2K	Sell	2,706 -573	-17%	-$7.57K	﹤0.01%	2423
2024 Q2	$44K	Sell	3,279 -1,714	-34%	-$20.8K	﹤0.01%	2165
2024 Q1	$58.8K	Buy	4,993 +1,265	+34%	+$13.6K	﹤0.01%	2028
2023 Q4	$36.1K	Hold	3,728	–	–	﹤0.01%	2126
2023 Q3	$36.7K	Hold	3,728	–	–	﹤0.01%	2050
2023 Q2	$32.1K	Hold	3,728	–	–	﹤0.01%	2069
2023 Q1	$29.8K	Hold	3,728	–	–	﹤0.01%	2083
2022 Q4	$29.9K	Hold	3,728	–	–	﹤0.01%	2049
2022 Q3	$21K	Hold	3,728	–	–	﹤0.01%	2214
2022 Q2	$22K	Hold	3,728	–	–	﹤0.01%	2190
2022 Q1	$23K	Hold	3,728	–	–	﹤0.01%	2302
2021 Q4	$25K	Hold	3,728	–	–	﹤0.01%	2231
2021 Q3	$26K	Sell	3,728 -5,707	-60%	-$39.7K	﹤0.01%	2205
2021 Q2	$65K	Hold	9,435	–	–	﹤0.01%	2829
2021 Q1	$68.4K	Buy	9,435 +5,707	+153%	+$39.8K	﹤0.01%	1828
2020 Q4	$23K	Sell	3,728 -578	-13%	-$3.39K	﹤0.01%	2007
2020 Q3	$24K	Sell	4,306 -649	-13%	-$3.72K	﹤0.01%	1828
2020 Q2	$28K	Buy	4,955 +144	+3%	+$778	﹤0.01%	1655
2020 Q1	$23K	Sell	4,811 -1,135	-19%	-$7.31K	﹤0.01%	1562
2019 Q4	$44K	Buy	5,946 +294	+5%	+$2.12K	﹤0.01%	1460
2019 Q3	$38K	Buy	5,652 +429	+8%	+$2.93K	﹤0.01%	1477
2019 Q2	$36K	Buy	+5,223	New	+$37K	﹤0.01%	1455
2018 Q4	–	Sell	-6,476	Closed	-$52K	–	1937
2018 Q3	$52K	Buy	6,476 +4	+0.1%	+$32	﹤0.01%	1184
2018 Q2	$50K	Buy	6,472 +17	+0.3%	+$141	﹤0.01%	1099
2018 Q1	$54K	Buy	6,455 +209	+3%	+$1.87K	﹤0.01%	978
2017 Q4	$54K	Buy	6,246 +4,518	+261%	+$36.6K	﹤0.01%	803
2017 Q3	$13K	Hold	1,728	–	–	﹤0.01%	1053
2017 Q2	$13K	Sell	1,728 -128	-7%	-$951	﹤0.01%	991
2017 Q1	$13K	Sell	1,856 -177	-9%	-$1.38K	﹤0.01%	875
2016 Q4	$15K	Buy	+2,033	New	+$14.8K	0.01%	489

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

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

Steward Partners Investment Advisory's SMFG Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 266% in Q2 2026, buying an estimated $201K and bringing the position to 12,438 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #2018.

Steward Partners Investment Advisory first reported a position in SMFG in Q4 2016 and has held it in 37 quarters since. 463 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Steward Partners Investment Advisory held 12,438 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $293K as of Q2 2026.
Steward Partners Investment Advisory bought 9,041 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $201K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2018 holding.
Steward Partners Investment Advisory first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2016 and has held it in 37 quarters since.
463 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 Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.