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

Strategic Wealth Partners’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	$14.6K	Hold	618	–	–	﹤0.01%	829
2026 Q1	$12.2K	Hold	618	–	–	﹤0.01%	841
2025 Q4	$11.9K	Hold	618	–	–	﹤0.01%	838
2025 Q3	$10.3K	Buy	+618	New	+$9.9K	﹤0.01%	887
2019 Q2	–	Sell	-530	Closed	-$4K	–	810
2019 Q1	$4K	Buy	+530	New	+$3.79K	﹤0.01%	679
2018 Q2	–	Sell	-782	Closed	-$7K	–	822
2018 Q1	$7K	Buy	+782	New	+$6.99K	﹤0.01%	603

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

Strategic Wealth Partners's SMFG Position: Q2 2026 in Review

Strategic Wealth Partners held its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) position steady in Q2 2026 at 618 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #829.

Strategic Wealth Partners first reported a position in SMFG in Q1 2018 and has held it in 6 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Strategic Wealth Partners held 618 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $14.6K as of Q2 2026.
Strategic Wealth Partners left its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) share count unchanged in Q2 2026.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #829 holding.
Strategic Wealth Partners first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2018 and has held it in 6 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 Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.