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

Syverson Strege & Co’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	$283K	Sell	11,989 -35	-0.3%	-$777	0.06%	138
2026 Q1	$237K	Hold	12,024	–	–	0.06%	148
2025 Q4	$232K	Sell	12,024 -805	-6%	-$14K	0.06%	147
2025 Q3	$215K	Sell	12,829 -5,831	-31%	-$93.4K	0.05%	156
2025 Q2	$282K	Buy	+18,660	New	+$268K	0.07%	124
2023 Q2	–	Sell	-2,001	Closed	-$16K	–	528
2023 Q1	$16K	Buy	+2,001	New	+$16.9K	0.01%	208
2021 Q4	–	Sell	-1,904	Closed	-$13K	–	454
2021 Q3	$13K	Buy	+1,904	New	+$13.3K	0.01%	219

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

Syverson Strege & Co's SMFG Position: Q2 2026 in Review

Syverson Strege & Co reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 0.29% in Q2 2026, selling an estimated $777 and leaving 11,989 shares worth $283K. The position accounts for 0.06% of the portfolio, ranked #138.

Syverson Strege & Co first reported a position in SMFG in Q3 2021 and has held it in 7 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Syverson Strege & Co held 11,989 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $283K as of Q2 2026.
Syverson Strege & Co sold 35 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $777.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.06% of Syverson Strege & Co's portfolio in Q2 2026, its #138 holding.
Syverson Strege & Co 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 7 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 Syverson Strege & Co's 13F filing for Q2 2026, filed 6 Aug 2026.