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

Yousif Capital Management’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	$258K	Sell	10,957 -43,372	-80%	-$963K	﹤0.01%	1544
2026 Q1	$1.07M	Hold	54,329	–	–	0.01%	1017
2025 Q4	$1.14M	Sell	54,329 -540	-1%	-$9.36K	0.01%	1019
2025 Q3	$919K	Sell	54,869 -20,580	-27%	-$330K	0.01%	1150
2025 Q2	$1.14M	Buy	75,449 +1,554	+2%	+$22.3K	0.01%	1061
2025 Q1	$1.14M	Sell	73,895 -27,195	-27%	-$414K	0.01%	1034
2024 Q4	$1.46M	Hold	101,090	–	–	0.02%	925
2024 Q3	$1.28M	Sell	101,090 -4,391	-4%	-$58K	0.01%	1027
2024 Q2	$1.41M	Sell	105,481 -10,095	-9%	-$122K	0.02%	934
2024 Q1	$1.36M	Sell	115,576 -2,370	-2%	-$25.4K	0.02%	1026
2023 Q4	$1.14M	Buy	117,946 +7,630	+7%	+$74K	0.01%	1157
2023 Q3	$1.09M	Sell	110,316 -5,670	-5%	-$52.4K	0.01%	1097
2023 Q2	$997K	Buy	115,986 +655	+0.6%	+$5.41K	0.01%	1163
2023 Q1	$923K	Buy	115,331 +470	+0.4%	+$3.98K	0.01%	1187
2022 Q4	$921K	Hold	114,861	–	–	0.01%	1196
2022 Q3	$632K	Buy	114,861 +9,180	+9%	+$55.4K	0.01%	1416
2022 Q2	$624K	Sell	105,681 -765	-0.7%	-$4.62K	0.01%	1458
2022 Q1	$667K	Hold	106,446	–	–	0.01%	1521
2021 Q4	$723K	Buy	+106,446	New	+$721K	0.01%	1517

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

Yousif Capital Management's SMFG Position: Q2 2026 in Review

Yousif Capital Management reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 80% in Q2 2026, selling an estimated $963K and leaving 10,957 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Yousif Capital Management first reported a position in SMFG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.46M in Q4 2024. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Yousif Capital Management held 10,957 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $258K as of Q2 2026.
Yousif Capital Management sold 43,372 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q2 2026, an estimated $963K.
Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1544 holding.
Yousif Capital Management first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q4 2021 and has held it in 19 quarters since.
Yousif Capital Management's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $1.46M in Q4 2024.
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 Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.