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

Y-Intercept (HK)’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 Q3	–	Sell	-76,263	Closed	-$1.8M	–	2058
2026 Q2	$1.8M	Buy	76,263 +16,684	+28%	+$371K	0.04%	759
2026 Q1	$1.18M	Sell	59,579 -21,718	-27%	-$456K	0.02%	955
2025 Q4	$1.57M	Sell	81,297 -45,268	-36%	-$785K	0.04%	741
2025 Q3	$2.12M	Buy	+126,565	New	+$2.03M	0.05%	573
2024 Q2	–	Sell	-17,202	Closed	-$202K	–	1876
2024 Q1	$202K	Buy	+17,202	New	+$185K	0.02%	1154
2023 Q3	–	Sell	-54,389	Closed	-$468K	–	1546
2023 Q2	$468K	Sell	54,389 -377	-0.7%	-$3.12K	0.05%	584
2023 Q1	$438K	Buy	54,766 +1,858	+4%	+$15.7K	0.05%	602
2022 Q4	$424K	Buy	+52,908	New	+$337K	0.06%	496
2021 Q4	–	Sell	-37,621	Closed	-$264K	–	858
2021 Q3	$264K	Buy	+37,621	New	+$262K	0.05%	503
2021 Q1	–	Sell	-38,826	Closed	-$240K	–	784
2020 Q4	$240K	Buy	+38,826	New	+$228K	0.1%	391

Other funds holding SMFG

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Y-Intercept (HK)'s SMFG Position: Q3 2026 in Review

Y-Intercept (HK) sold out of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) in Q3 2026, closing a stake of 76,263 shares — an estimated $1.8M sold.

Y-Intercept (HK) first reported a position in SMFG in Q4 2020 and held it in 10 quarters. The position peaked at $2.12M in Q3 2025. 409 funds tracked by Wall St. Rank hold SMFG as of Q3 2026.

Y-Intercept (HK) reported no remaining Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position as of Q3 2026 after selling out during the quarter.
Y-Intercept (HK) sold 76,263 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2026, an estimated $1.8M.
Y-Intercept (HK) first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2020 and held it in 10 quarters.
Y-Intercept (HK)'s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $2.12M in Q3 2025.
409 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 Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.