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

Westwood Holdings Group’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	$773K	Sell	32,798 -22	-0.1%	-$489	0.01%	392
2026 Q1	$648K	Hold	32,820	–	–	﹤0.01%	370
2025 Q4	$634K	Hold	32,820	–	–	0.01%	409
2025 Q3	$549K	Sell	32,820 -4,120	-11%	-$66K	﹤0.01%	414
2025 Q2	$558K	Sell	36,940 -1,687	-4%	-$24.3K	﹤0.01%	410
2025 Q1	$597K	Hold	38,627	–	–	﹤0.01%	384
2024 Q4	$560K	Sell	38,627 -4,137	-10%	-$56.8K	﹤0.01%	404
2024 Q3	$540K	Sell	42,764 -5,089	-11%	-$67.2K	﹤0.01%	394
2024 Q2	$642K	Buy	47,853 +1	+0%	+$12	﹤0.01%	371
2024 Q1	$563K	Buy	47,852 +9	+0%	+$97	﹤0.01%	391
2023 Q4	$463K	Sell	47,843 -54,946	-53%	-$533K	﹤0.01%	395
2023 Q3	$1.01M	Hold	102,789	–	–	0.01%	340
2023 Q2	$884K	Buy	102,789 +7,518	+8%	+$62.1K	0.01%	352
2023 Q1	$762K	Buy	95,271 +90	+0.1%	+$762	0.01%	376
2022 Q4	$763K	Sell	95,181 -92	-0.1%	-$586	0.01%	377
2022 Q3	$524K	Sell	95,273 -23,452	-20%	-$141K	0.01%	362
2022 Q2	$701K	Sell	118,725 -538	-0.5%	-$3.25K	0.01%	369
2022 Q1	$748K	Sell	119,263 -2,449,807	-95%	-$17.5M	0.01%	374
2021 Q4	$17.4M	Buy	2,569,070 +139,136	+6%	+$942K	0.16%	161
2021 Q3	$17M	Sell	2,429,934 -204,971	-8%	-$1.43M	0.19%	158
2021 Q2	$18.2M	Buy	+2,634,905	New	+$18.9M	0.18%	151

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

Westwood Holdings Group's SMFG Position: Q2 2026 in Review

Westwood Holdings Group reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 0.07% in Q2 2026, selling an estimated $489 and leaving 32,798 shares worth $773K. The position accounts for 0.01% of the portfolio, ranked #392.

Westwood Holdings Group first reported a position in SMFG in Q2 2021 and has held it in 21 quarters since. The position peaked at $18.2M in Q2 2021. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Westwood Holdings Group held 32,798 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $773K as of Q2 2026.
Westwood Holdings Group sold 22 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $489.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.01% of Westwood Holdings Group's portfolio in Q2 2026, its #392 holding.
Westwood Holdings Group first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2021 and has held it in 21 quarters since.
Westwood Holdings Group's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $18.2M in Q2 2021.
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 Westwood Holdings Group's 13F filing for Q2 2026, filed 14 Aug 2026.