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

Vise Technologies’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	$5.85M	Buy	248,161 +39,454	+19%	+$876K	0.07%	245
2026 Q1	$4.03M	Hold	208,707	–	–	0.08%	206
2025 Q4	$4.03M	Buy	208,707 +51,806	+33%	+$898K	0.08%	207
2025 Q3	$2.63M	Buy	156,901 +10,811	+7%	+$173K	0.1%	199
2025 Q2	$2.21M	Buy	+146,090	New	+$2.1M	0.09%	233
2024 Q4	$1.74M	Buy	120,024 +50,650	+73%	+$696K	0.14%	151
2024 Q3	$876K	Buy	69,374 +33,188	+92%	+$438K	0.11%	184
2024 Q2	$485K	Sell	36,186 -797	-2%	-$9.65K	0.09%	230
2024 Q1	$435K	Sell	36,983 -18,334	-33%	-$197K	0.09%	224
2023 Q4	$535K	Sell	55,317 -5,578	-9%	-$54.1K	0.12%	177
2023 Q3	$600K	Sell	60,895 -12,825	-17%	-$119K	0.15%	149
2023 Q2	$634K	Buy	73,720 +1,082	+1%	+$8.94K	0.15%	153
2023 Q1	$581K	Buy	72,638 +3,880	+6%	+$32.8K	0.15%	143
2022 Q4	$551K	Sell	68,758 -8,173	-11%	-$52.1K	0.17%	133
2022 Q3	$423K	Buy	76,931 +12,397	+19%	+$74.8K	0.16%	155
2022 Q2	$381K	Buy	64,534 +30,997	+92%	+$187K	0.15%	164
2022 Q1	$210K	Buy	+33,537	New	+$239K	0.08%	230

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

Vise Technologies's SMFG Position: Q2 2026 in Review

Vise Technologies increased its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 19% in Q2 2026, buying an estimated $876K and bringing the position to 248,161 shares worth $5.85M. The position accounts for 0.07% of the portfolio, ranked #245.

Vise Technologies first reported a position in SMFG in Q1 2022 and has held it in 17 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Vise Technologies held 248,161 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $5.85M as of Q2 2026.
Vise Technologies bought 39,454 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $876K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.07% of Vise Technologies's portfolio in Q2 2026, its #245 holding.
Vise Technologies first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q1 2022 and has held it in 17 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 Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.