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

StoneX 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 Q3	$333K	Buy	+12,877	New	+$333K	0.01%	945
2024 Q1	–	Sell	-246,988	Closed	-$2.39M	–	709
2023 Q4	$2.39M	Buy	+246,988	New	+$2.39M	0.24%	87
2022 Q3	–	Sell	-104,833	Closed	-$619K	–	706
2022 Q2	$619K	Buy	104,833 +59,127	+129%	+$357K	0.08%	246
2022 Q1	$287K	Buy	+45,706	New	+$326K	0.02%	479
2021 Q4	–	Sell	-20,170	Closed	-$141K	–	603
2021 Q3	$141K	Buy	+20,170	New	+$140K	0.02%	457

Other funds holding SMFG

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Ethic Inc New York $8.7B AUM 37.39% 1-Year Est. Return

StoneX Group's SMFG Position: Q3 2026 in Review

StoneX Group opened a new position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q3 2026: 12,877 shares worth $333K. The stake represents 0.01% of the portfolio and ranks #945 among its holdings. This is a return to the name: StoneX Group previously reported a position in SMFG as recently as Q4 2023.

StoneX Group first reported a position in SMFG in Q3 2021 and has held it in 5 quarters since. The position peaked at $2.39M in Q4 2023. 261 funds tracked by Wall St. Rank hold SMFG as of Q3 2026.

StoneX Group held 12,877 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $333K as of Q3 2026.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) was a new StoneX Group position in Q3 2026.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.01% of StoneX Group's portfolio in Q3 2026, its #945 holding.
StoneX Group first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q3 2021 and has held it in 5 quarters since.
StoneX Group's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $2.39M in Q4 2023.
261 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 Q3 2026.

Based on StoneX Group's 13F filing for Q3 2026, filed 3 Nov 2026.