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

Vanguard Capital Wealth 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
2025 Q2	–	Sell	-25,047	Closed	-$387K	–	133
2025 Q1	$387K	Buy	25,047 +3,822	+18%	+$58.1K	0.47%	49
2024 Q4	$308K	Sell	21,225 -15,316	-42%	-$210K	0.34%	69
2024 Q3	$462K	Sell	36,541 -9,513	-21%	-$126K	0.49%	52
2024 Q2	$618K	Buy	46,054 +3,491	+8%	+$42.3K	0.42%	49
2024 Q1	$501K	Sell	42,563 -9,211	-18%	-$98.8K	0.35%	65
2023 Q4	$501K	Buy	51,774 +1,559	+3%	+$15.1K	0.41%	59
2023 Q3	$495K	Sell	50,215 -2,615	-5%	-$24.2K	0.46%	55
2023 Q2	$454K	Buy	52,830 +6,650	+14%	+$54.9K	0.41%	55
2023 Q1	$369K	Sell	46,180 -37,520	-45%	-$318K	0.37%	65
2022 Q4	$671K	Buy	83,700 +62,924	+303%	+$401K	0.78%	33
2022 Q3	$114K	Sell	20,776 -946	-4%	-$5.71K	0.14%	98
2022 Q2	$128K	Sell	21,722 -927	-4%	-$5.6K	0.14%	112
2022 Q1	$142K	Buy	22,649 +25	+0.1%	+$178	0.1%	143
2021 Q4	$154K	Sell	22,624 -1,977	-8%	-$13.4K	0.11%	137
2021 Q3	$172K	Buy	+24,601	New	+$171K	0.12%	141

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Capital Wealth Advisors's SMFG Position: Q2 2025 in Review

Vanguard Capital Wealth Advisors sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q2 2025, closing a stake of 25,047 shares — an estimated $387K sold.

Vanguard Capital Wealth Advisors first reported a position in SMFG in Q3 2021 and held it in 15 quarters. The position peaked at $671K in Q4 2022. 371 funds tracked by Wall St. Rank hold SMFG as of Q2 2025.

Vanguard Capital Wealth Advisors reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q2 2025 after selling out during the quarter.
Vanguard Capital Wealth Advisors sold 25,047 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2025, an estimated $387K.
Vanguard Capital Wealth Advisors 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 held it in 15 quarters.
Vanguard Capital Wealth Advisors's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $671K in Q4 2022.
371 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 2025.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.