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

WrapManager Inc’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	$203K	Buy	+8,613	New	+$191K	0.06%	147
2025 Q3	–	Sell	-12,265	Closed	-$185K	–	203
2025 Q2	$185K	Sell	12,265 -1,080	-8%	-$15.5K	0.05%	200
2025 Q1	$206K	Sell	13,345 -1,263	-9%	-$19.2K	0.05%	201
2024 Q4	$212K	Buy	14,608 +1,190	+9%	+$16.3K	0.05%	205
2024 Q3	$169K	Sell	13,418 -2,127	-14%	-$28.1K	0.04%	231
2024 Q2	$208K	Sell	15,545 -2,933	-16%	-$35.5K	0.06%	246
2024 Q1	$217K	Buy	18,478 +123	+0.7%	+$1.32K	0.06%	259
2023 Q4	$178K	Buy	+18,355	New	+$178K	0.05%	280
2019 Q3	–	Sell	-50,999	Closed	-$360K	–	288
2019 Q2	$360K	Sell	50,999 -509	-1%	-$3.6K	0.12%	191
2019 Q1	$362K	Buy	51,508 +13,342	+35%	+$95.4K	0.12%	188
2018 Q4	$248K	Sell	38,166 -14,810	-28%	-$111K	0.09%	228
2018 Q3	$425K	Sell	52,976 -16,516	-24%	-$131K	0.14%	175
2018 Q2	$540K	Sell	69,492 -1,427	-2%	-$11.9K	0.18%	147
2018 Q1	$603K	Buy	70,919 +1,832	+3%	+$16.4K	0.2%	115
2017 Q4	$600K	Sell	69,087 -719	-1%	-$5.83K	0.2%	114
2017 Q3	$538K	Buy	69,806 +721	+1%	+$5.5K	0.18%	121
2017 Q2	$543K	Buy	+69,085	New	+$513K	0.19%	110
2016 Q1	–	Sell	-40,614	Closed	-$308K	–	174
2015 Q4	$308K	Buy	+40,614	New	+$320K	0.15%	121

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

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

WrapManager Inc's SMFG Position: Q2 2026 in Review

WrapManager Inc opened a new position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q2 2026: 8,613 shares worth $203K. The stake represents 0.06% of the portfolio and ranks #147 among its holdings. This is a return to the name: WrapManager Inc previously reported a position in SMFG as recently as Q2 2025.

WrapManager Inc first reported a position in SMFG in Q4 2015 and has held it in 18 quarters since. The position peaked at $603K in Q1 2018. 463 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

WrapManager Inc held 8,613 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $203K as of Q2 2026.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) was a new WrapManager Inc position in Q2 2026.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up 0.06% of WrapManager Inc's portfolio in Q2 2026, its #147 holding.
WrapManager Inc first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2015 and has held it in 18 quarters since.
WrapManager Inc's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $603K in Q1 2018.
463 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 WrapManager Inc's 13F filing for Q2 2026, filed 5 Aug 2026.