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

Summit Trail 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	$1.54M	Buy	65,517 +877	+1%	+$19.5K	0.02%	777
2026 Q1	$1.28M	Buy	+64,640	New	+$1.36M	0.02%	813
2025 Q4	–	Sell	-14,055	Closed	-$235K	–	1367
2025 Q3	$235K	Buy	14,055 +2,201	+19%	+$35.3K	﹤0.01%	1256
2025 Q2	$182K	Buy	11,854 +200	+2%	+$2.88K	﹤0.01%	1068
2025 Q1	$180K	Sell	11,654 -781	-6%	-$11.9K	0.01%	384
2024 Q4	$180K	Sell	12,435 -375	-3%	-$5.15K	0.01%	363
2024 Q3	$162K	Buy	+12,810	New	+$169K	﹤0.01%	683
2024 Q1	–	Sell	-11,819	Closed	-$114K	–	635
2023 Q4	$114K	Buy	+11,819	New	+$115K	﹤0.01%	535
2018 Q2	–	Sell	-14,539	Closed	-$118K	–	650
2018 Q1	$118K	Buy	14,539 +348	+2%	+$3.11K	0.02%	393
2017 Q4	$135K	Buy	+14,191	New	+$115K	0.02%	545

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

Summit Trail Advisors's SMFG Position: Q2 2026 in Review

Summit Trail Advisors increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 1.4% in Q2 2026, buying an estimated $19.5K and bringing the position to 65,517 shares worth $1.54M. The position accounts for 0.02% of the portfolio, ranked #777.

Summit Trail Advisors first reported a position in SMFG in Q4 2017 and has held it in 10 quarters since. 463 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Summit Trail Advisors held 65,517 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $1.54M as of Q2 2026.
Summit Trail Advisors bought 877 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $19.5K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #777 holding.
Summit Trail Advisors first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2017 and has held it in 10 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 Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.