Vestmark Advisory Solutions’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Vestmark Advisory Solutions’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	$2.3M	Buy	97,721 +10,474	+12%	+$233K	0.02%	656
2026 Q1	$1.72M	Buy	87,247 +16,238	+23%	+$341K	0.02%	684
2025 Q4	$1.37M	Buy	71,009 +57,680	+433%	+$1,000K	0.02%	700
2025 Q3	$223K	Sell	13,329 -2,695	-17%	-$43.2K	﹤0.01%	857
2025 Q2	$242K	Buy	+16,024	New	+$230K	﹤0.01%	730
2023 Q3	–	Sell	-14,833	Closed	-$128K	–	803
2023 Q2	$128K	Sell	14,833 -633	-4%	-$5.23K	﹤0.01%	866
2023 Q1	$124K	Sell	15,466 -8,957	-37%	-$75.8K	0.01%	845
2022 Q4	$196K	Buy	24,423 +562	+2%	+$3.58K	0.01%	811
2022 Q3	$131K	Sell	23,861 -6,513	-21%	-$39.3K	0.01%	801
2022 Q2	$179K	Sell	30,374 -10,244	-25%	-$61.9K	0.01%	821
2022 Q1	$255K	Buy	40,618 +34	+0.1%	+$242	0.01%	770
2021 Q4	$276K	Sell	40,584 -13,388	-25%	-$90.7K	0.02%	739
2021 Q3	$378K	Buy	53,972 +2,495	+5%	+$17.4K	0.03%	587
2021 Q2	$355K	Buy	51,477 +645	+1%	+$4.63K	0.03%	573
2021 Q1	$369K	Sell	50,832 -1,151	-2%	-$8.02K	0.03%	536
2020 Q4	$321K	Buy	51,983 +3,082	+6%	+$18.1K	0.04%	454
2020 Q3	$273K	Buy	48,901 +396	+0.8%	+$2.27K	0.04%	455
2020 Q2	$273K	Buy	48,505 +16,731	+53%	+$90.4K	0.04%	426
2020 Q1	$152K	Sell	31,774 -12,850	-29%	-$82.8K	0.03%	458
2019 Q4	$331K	Buy	44,624 +600	+1%	+$4.32K	0.07%	224
2019 Q3	$301K	Sell	44,024 -29,729	-40%	-$203K	0.05%	408
2019 Q2	$521K	Buy	73,753 +153	+0.2%	+$1.08K	0.09%	274
2019 Q1	$517K	Buy	+73,600	New	+$526K	0.09%	270

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

Vestmark Advisory Solutions's SMFG Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 12% in Q2 2026, buying an estimated $233K and bringing the position to 97,721 shares worth $2.3M. The position accounts for 0.02% of the portfolio, ranked #656.

Vestmark Advisory Solutions first reported a position in SMFG in Q1 2019 and has held it in 23 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Vestmark Advisory Solutions held 97,721 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $2.3M as of Q2 2026.
Vestmark Advisory Solutions bought 10,474 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $233K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.02% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #656 holding.
Vestmark Advisory Solutions first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2019 and has held it in 23 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 Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.