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

SecuritySMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
InstitutionCwm, Llc
Latest Disclosed Ownership34,903 shares
Latest Disclosed Value $ 689,325
Cwm, Llc reports 11.00% increase in ownership of SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 34,903 shares of Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock) (US:SMFG) valued at $689,334 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 31,443 shares of Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock). The current value of the position is $801,722 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)
2026-05-14 2026-03-31 13F SUMITOMO MITSUI FIN GRP SPONSORED ADR 86562M209 34,903 3,460 11.00 689 0.0018
2026-01-26 2025-12-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 31,443 14,927 90.38 1 0.0016
2025-10-15 2025-09-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 16,516 930 5.97 0 0.0008
2025-07-25 2025-06-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 15,586 -1,127 -6.74 0 0.0008
2025-05-01 2025-03-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 16,713 171 1.03 0 0.0010
2025-02-04 2024-12-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 16,542 -414 -2.44 0 0.0010
2024-10-08 2024-09-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 16,956 -215 -1.25 0 0.0009
2024-07-10 2024-06-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 17,171 1,456 9.27 0 0.0011
2024-04-05 2024-03-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 15,715 1,633 11.60 0 0.0009
2024-02-01 2023-12-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 14,082 28 0.20 0 0.0007
2023-10-11 2023-09-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 14,054 115 0.83 0 0.0008
2023-08-03 2023-06-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 13,939 2,306 19.82 0 0.0007
2023-05-01 2023-03-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 11,633 -281 -2.36 0 0.0006
2023-02-01 2022-12-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 11,914 -910 -7.10 0 -100.00 0.0007
2022-10-27 2022-09-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 12,824 5,628 78.21 71 69.05 0.0006
2022-07-28 2022-06-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 7,196 -6,353 -46.89 42 -50.59 0.0003
2022-04-21 2022-03-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 13,549 6,466 91.29 85 77.08 0.0006
2022-01-31 2021-12-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 7,083 5,254 287.26 48 269.23 0.0003
2021-09-15 2021-06-30 13F/A-1 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 1,829 0 0.00 13 0.00 0.0001
2021-07-29 2021-06-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 1,829 0 13 0.0001
2021-09-15 2021-03-31 13F/A-1 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 1,829 0 0.00 13 0.00 0.0001
2021-04-27 2021-03-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 1,889 60 14 0.0001
2021-09-15 2020-12-31 13F/A-1 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 1,829 0 0.00 13 0.00 0.0001
2021-01-27 2020-12-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 114 -1,715 1 0.0000
2021-09-15 2020-09-30 13F/A-1 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 1,829 0 0.00 13 0.00 0.0001
2020-10-19 2020-09-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 1,544 -285 9 0.0001
2021-09-15 2020-06-30 13F/A-1 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 1,829 0 0.00 13 0.00 0.0001
2020-07-22 2020-06-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 1,641 -188 9 0.0001
2021-09-15 2020-03-31 13F/A-1 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 1,829 0 0.00 13 0.00 0.0001
2020-04-28 2020-03-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 1,265 -564 6 0.0001
2021-09-14 2019-12-31 13F/A-1 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 1,829 0 0.00 13 0.00 0.0001
2020-01-27 2019-12-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 114 -1,715 1 0.0000
2021-09-14 2019-09-30 13F/A-1 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 1,829 0 0.00 13 0.00 0.0001
2019-10-22 2019-09-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 261 -1,568 2 0.0000
2021-09-14 2019-06-30 13F/A-1 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 1,829 0 0.00 13 0.00 0.0001
2021-09-02 2019-03-31 13F/A-1 SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 1,829 1,341 274.80 13 333.33 0.0001
2019-01-25 2018-12-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 488 488 3 0.0001
2018-10-29 2018-09-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 0 -196 -100.00 0 -100.00
2018-07-31 2018-06-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 196 -214 -52.20 2 -33.33 0.0001
2018-04-26 2018-03-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 410 -540 -56.84 3 -62.50 0.0001
2018-01-16 2017-12-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 950 399 72.41 8 100.00 0.0004
2017-10-16 2017-09-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 551 551 4 0.0002
2016-04-18 2016-03-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 0 -134 -100.00 0 -100.00
2016-02-01 2015-12-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 134 134 1 0.0001
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.