Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
US ˙ NYSE ˙ US86562M2098

SecuritySMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
InstitutionRitholtz Wealth Management
Latest Disclosed Ownership136,324 shares
Latest Disclosed Value $ 2,692,400
Ritholtz Wealth Management reports 6.79% increase in ownership of SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)

On April 20, 2026 - Ritholtz Wealth Management filed a 13F-HR form disclosing ownership of 136,324 shares of Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock) (US:SMFG) valued at $2,692,399 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 127,652 shares of Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock). This represents a change in shares of 6.79% during the quarter. The current value of the position is $3,131,362 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-20 2026-03-31 13F SUMITOMO MITSUI FIN GRP SPONSORED ADR 86562M209 136,324 8,672 6.79 2,692 9.12 0.0467
2026-01-23 2025-12-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 127,652 1,458 1.16 2,468 16.81 0.0450
2025-10-28 2025-09-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 126,194 -1,141 -0.90 2,112 9.77 0.0411
2025-07-28 2025-06-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 127,335 -10,583 -7.67 1,924 -9.76 0.0425
2025-04-17 2025-03-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 137,918 -17,925 -11.50 2,132 -5.58 0.0637
2025-01-15 2024-12-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 155,843 -11,550 -6.90 2,258 6.81 0.0663
2024-10-10 2024-09-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 167,393 7,780 4.87 2,114 -1.21 0.0637
2024-08-01 2024-06-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 159,613 41,407 35.03 2,140 53.85 0.0706
2024-04-24 2024-03-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 118,206 16,615 16.35 1,391 41.51 0.0480
2024-01-18 2023-12-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 101,591 11,186 12.37 983 10.45 0.0381
2023-10-13 2023-09-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 90,405 25,374 39.02 890 59.21 0.0400
2023-07-17 2023-06-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 65,031 11,977 22.58 559 31.84 0.0252
2023-04-20 2023-03-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 53,054 4,537 9.35 424 9.00 0.0212
2023-01-19 2022-12-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 48,517 6,306 14.94 389 67.67 0.0217
2022-10-19 2022-09-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 42,211 -91 -0.22 232 -7.20 0.0123
2022-07-15 2022-06-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 42,302 -101,331 -70.55 250 -72.25 0.0157
2022-04-14 2022-03-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 143,633 -18,635 -11.48 901 -18.24 0.0609
2022-01-18 2021-12-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 162,268 32,406 24.95 1,102 21.10 0.0685
2021-10-14 2021-09-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 129,862 22,841 21.34 910 23.47 0.0631
2021-07-20 2021-06-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 107,021 32,918 44.42 737 37.24 0.0531
2021-05-12 2021-03-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 74,103 27,168 57.88 537 85.17 0.0447
2021-01-19 2020-12-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 46,935 428 0.92 290 11.54 0.0278
2020-10-23 2020-09-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 46,507 5,288 12.83 260 12.07 0.0292
2020-07-15 2020-06-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 41,219 27,308 196.31 232 246.27 0.0299
2020-04-09 2020-03-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 13,911 13,911 67 0.0107
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.