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

XY Capital’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	–	Sell	-175,608	Closed	-$3.47M	–	121
2026 Q1	$3.47M	Buy	175,608 +55,686	+46%	+$1.17M	3.44%	8
2025 Q4	$2.32M	Buy	119,922 +50,415	+73%	+$874K	1.46%	15
2025 Q3	$1.16M	Buy	+69,507	New	+$1.11M	0.61%	44
2024 Q4	–	Sell	-92,052	Closed	-$1.16M	–	217
2024 Q3	$1.16M	Sell	92,052 -19,443	-17%	-$257K	0.4%	38
2024 Q2	$1.5M	Buy	+111,495	New	+$1.35M	0.94%	29
2024 Q1	–	Sell	-763,968	Closed	-$7.4M	–	99
2023 Q4	$7.4M	Buy	763,968 +85,984	+13%	+$834K	4.32%	8
2023 Q3	$6.68M	Buy	+677,984	New	+$6.27M	3.83%	4
2023 Q2	–	Sell	-743,782	Closed	-$5.95M	–	141
2023 Q1	$5.95M	Buy	743,782 +620,030	+501%	+$5.25M	2.32%	10
2022 Q4	$992K	Buy	+123,752	New	+$788K	0.65%	30

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

XY Capital's SMFG Position: Q2 2026 in Review

XY Capital sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q2 2026, closing a stake of 175,608 shares — an estimated $3.47M sold.

XY Capital first reported a position in SMFG in Q4 2022 and held it in 9 quarters. The position peaked at $7.4M in Q4 2023. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

XY Capital reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q2 2026 after selling out during the quarter.
XY Capital sold 175,608 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $3.47M.
XY Capital first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2022 and held it in 9 quarters.
XY Capital's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $7.4M in Q4 2023.
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 XY Capital's 13F filing for Q2 2026, filed 11 Aug 2026.