V-Square Quantitative Management’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

V-Square Quantitative Management’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	$215K	Sell	8,304 -405	-5%	-$10.5K	0.02%	508
2026 Q2	$205K	Buy	8,709 +1,010	+13%	+$22.4K	0.02%	509
2026 Q1	$152K	Buy	7,699 +2,065	+37%	+$43.4K	0.02%	526
2025 Q4	$109K	Buy	+5,634	New	+$97.7K	0.01%	529
2025 Q2	–	Sell	-39,799	Closed	-$615K	–	718
2025 Q1	$615K	Hold	39,799	–	–	0.09%	251
2024 Q4	$574K	Buy	39,799 +9,224	+30%	+$127K	0.08%	269
2024 Q3	$386K	Hold	30,575	–	–	0.06%	361
2024 Q2	$410K	Hold	30,575	–	–	0.07%	294
2024 Q1	$348K	Hold	30,575	–	–	0.05%	346
2023 Q4	$296K	Buy	+30,575	New	+$296K	0.05%	315

Other funds holding SMFG

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

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return

Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return

Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

V-Square Quantitative Management's SMFG Position: Q3 2026 in Review

V-Square Quantitative Management reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 4.7% in Q3 2026, selling an estimated $10.5K and leaving 8,304 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #508.

V-Square Quantitative Management first reported a position in SMFG in Q4 2023 and has held it in 10 quarters since. The position peaked at $615K in Q1 2025. 88 funds tracked by Wall St. Rank hold SMFG as of Q3 2026.

V-Square Quantitative Management held 8,304 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $215K as of Q3 2026.
V-Square Quantitative Management sold 405 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2026, an estimated $10.5K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.02% of V-Square Quantitative Management's portfolio in Q3 2026, its #508 holding.
V-Square Quantitative Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2023 and has held it in 10 quarters since.
V-Square Quantitative Management's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $615K in Q1 2025.
88 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 V-Square Quantitative Management's 13F filing for Q3 2026, filed 15 Oct 2026.