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

SecuritySMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership3,090,741 shares
Latest Disclosed Value $ 61,042,141
Dimensional Fund Advisors Lp reports 7.59% increase in ownership of SMFG / Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock)

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 3,090,741 shares of Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock) (US:SMFG) valued at $61,042,135 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 2,872,812 shares of Sumitomo Mitsui Financial Group, Inc. - Depositary Receipt (Common Stock). This represents a change in shares of 7.59% during the quarter. The current value of the position is $70,994,321 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)
2026-05-07 2026-03-31 13F SUMITOMO MITSUI FIN GRP SPONSORED ADR 86562M209 3,090,741 217,929 7.59 61,042 9.92 0.0027
2026-02-12 2025-12-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 2,872,812 -13,221 -0.46 55,531 14.94 0.0116
2025-11-12 2025-09-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 2,886,033 9,022 0.31 48,312 11.14 0.0104
2025-08-12 2025-06-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 2,877,011 -8,900 -0.31 43,472 -2.57 0.0101
2025-05-13 2025-03-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 2,885,911 -13,663 -0.47 44,616 6.19 0.0111
2025-02-13 2024-12-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 2,899,574 33,783 1.18 42,015 16.08 0.0101
2024-11-07 2024-09-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 2,865,791 -65,614 -2.24 36,195 -7.93 0.0088
2024-08-09 2024-06-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 2,931,405 -20,338 -0.69 39,310 13.15 0.0103
2024-05-10 2024-03-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 2,951,743 152,159 5.44 34,742 28.20 0.0094
2024-02-07 2023-12-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 2,799,584 445,413 18.92 27,100 16.87 0.0079
2023-11-09 2023-09-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 2,354,171 54,066 2.35 23,189 17.23 0.0076
2023-08-09 2023-06-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 2,300,105 -4,973 -0.22 19,781 7.27 0.0063
2023-05-12 2023-03-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 2,305,078 6,242 0.27 18,441 102,344.44 0.0062
2023-02-09 2022-12-31 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 2,298,836 609,915 36.11 18 -99.81 0.0054
2022-11-10 2022-09-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 1,688,921 266,701 18.75 9,289 10.70 0.0036
2022-08-12 2022-06-30 13F SUMITOMO MITSUI FINL GROUP I SPONSORED ADR 86562M209 1,422,220 368,873 35.02 8,391 27.06 0.0030
2022-05-13 2022-03-31 13F SUMITOMO MITSUI FINL GROUP I ADR 86562M209 1,053,347 420,927 66.56 6,604 53.80 0.0020
2022-02-09 2021-12-31 13F SUMITOMO MITSUI FINL GROUP I ADR 86562M209 632,420 195,931 44.89 4,294 40.33 0.0013
2021-11-12 2021-09-30 13F SUMITOMO MITSUI FINL GROUP I ADR 86562M209 436,489 9,000 2.11 3,060 3.90 0.0010
2021-08-12 2021-06-30 13F SUMITOMO MITSUI FINL GROUP I ADR 86562M209 427,489 -2,169 -0.50 2,945 -5.46 0.0009
2021-05-14 2021-03-31 13F SUMITOMO MITSUI FINL GROUP I ADR 86562M209 429,658 0 0.00 3,115 17.50 0.0010
2021-03-08 2020-12-31 13F/A-2 SUMITOMO MITSUI FINL GROUP I ADR 86562M209 429,658 34,606 8.76 2,651 20.06 0.0010
2021-02-11 2020-12-31 13F SUMITOMO MITSUI FINL GROUP I ADR 86562M209 429,658 34,606 2,651 957.4003
2020-11-12 2020-09-30 13F SUMITOMO MITSUI FINL GROUP I ADR 86562M209 395,052 3,036 0.77 2,208 0.23 0.0009
2020-08-13 2020-06-30 13F SUMITOMO MITSUI FINL GROUP I ADR 86562M209 392,016 56,979 17.01 2,203 37.26 0.0010
2020-05-14 2020-03-31 13F SUMITOMO MITSUI FINL GROUP I ADR 86562M209 335,037 177,439 112.59 1,605 37.41 0.0008
2020-02-14 2019-12-31 13F SUMITOMO MITSUI FINL GROUP I ADR 86562M209 157,598 -1,500 -0.94 1,168 7.35 0.0004
2019-11-12 2019-09-30 13F SUMITOMO MITSUI FINL GROUP I ADR 86562M209 159,098 -10,458 -6.17 1,088 -9.11 0.0004
2019-08-13 2019-06-30 13F SUMITOMO MITSUI FINL GROUP I ADR 86562M209 169,556 8,116 5.03 1,197 5.46 0.0005
2019-08-12 2019-03-31 13F/A-2 SUMITOMO MITSUI FINL GROUP I ADR 86562M209 161,440 2,900 1.83 1,135 9.98 0.0005
2019-05-10 2019-03-31 13F SUMITOMO MITSUI FINL GROUP I ADR 86562M209 161,440 2,900 1,135
2019-02-26 2018-12-31 13F/A-1 SUMITOMO MITSUI FINL GROUP I ADR 86562M209 158,540 -5,850 -3.56 1,032 -21.82 0.0005
2019-02-13 2018-12-31 13F SUMITOMO MITSUI FINL GROUP I ADR 86562M209 158,540 -5,850 1,032
2018-11-13 2018-09-30 13F SUMITOMO MITSUI FINL GROUP I ADR 86562M209 164,390 23,900 17.01 1,320 20.88 0.0005
2018-08-10 2018-06-30 13F SUMITOMO MITSUI FINL GROUP I ADR 86562M209 140,490 0 0.00 1,092 -8.54 0.0004
2018-05-11 2018-03-31 13F SUMITOMO MITSUI FINL GROUP I ADR 86562M209 140,490 -3,800 -2.63 1,194 -4.78 0.0005
2018-02-12 2017-12-31 13F SUMITOMO MITSUI FINL GROUP I ADR 86562M209 144,290 11,000 8.25 1,254 21.98 0.0005
2017-11-13 2017-09-30 13F SUMITOMO MITSUI FINL GROUP I ADR 86562M209 133,290 -275 -0.21 1,028 -2.10 0.0004
2017-08-11 2017-06-30 13F SUMITOMO MITSUI FINL GROUP I ADR 86562M209 133,565 0 0.00 1,050 8.47 0.0005
2017-05-12 2017-03-31 13F SUMITOMO MITSUI FINL GROUP I ADR 86562M209 133,565 14,850 12.51 968 6.73 0.0005
2017-02-09 2016-12-31 13F SUMITOMO MITSUI FINL GROUP I ADR 86562M209 118,715 -37,500 -24.01 907 -13.95 0.0005
2016-11-10 2016-09-30 13F SUMITOMO MITSUI FINL GROUP I ADR 86562M209 156,215 -5,100 -3.16 1,054 14.19 0.0006
2016-08-09 2016-06-30 13F SUMITOMO MITSUI FINL GROUP I ADR 86562M209 161,315 3,000 1.89 923 -2.94 0.0005
2016-05-13 2016-03-31 13F SUMITOMO MITSUI FINL GROUP I ADR 86562M209 158,315 -800 -0.50 951 -21.27 0.0006
2016-02-10 2015-12-31 13F SUMITOMO MITSUI FINL GROUP I ADR 86562M209 159,115 17,000 11.96 1,208 11.44 0.0008
2015-11-13 2015-09-30 13F SUMITOMO MITSUI FINL GROUP I ADR 86562M209 142,115 7,500 5.57 1,084 -9.44 0.0007
2015-08-14 2015-06-30 13F SUMITOMO MITSUI FINL GROUP I ADR 86562M209 134,615 2,500 1.89 1,197 17.01 0.0007
2015-05-14 2015-03-31 13F SUMITOMO MITSUI FINL GROUP I ADR 86562M209 132,115 0 0.00 1,023 6.34 0.0006
2015-02-06 2014-12-31 13F SUMITOMO MITSUI FINL GROUP I ADR 86562M209 132,115 500 0.38 962 -10.84 0.0006
2014-11-13 2014-09-30 13F SUMITOMO MITSUI FINL GROUP I ADR 86562M209 131,615 0 0.00 1,079 -3.23 0.0008
2014-08-08 2014-06-30 13F SUMITOMO MITSUI FINL GROUP I ADR 86562M209 131,615 -3,000 -2.23 1,115 -4.21 0.0008
2014-05-14 2014-03-31 13F SUMITOMO MITSUI FINL GROUP I ADR 86562M209 134,615 3,900 2.98 1,164 -15.10 0.0009
2014-02-12 2013-12-31 13F SUMITOMO MITSUI FINL GROUP I ADR 86562M209 130,715 5,500 4.39 1,371 12.56 0.0011
2013-11-13 2013-09-30 13F SUMITOMO MITSUI FINL GROUP I ADR 86562M209 125,215 1,000 0.81 1,218 6.38 0.0011
2013-08-15 2013-06-30 13F SUMITOMO MITSUI FINL GROUP I ADR 86562M209 124,215 124,215 1,145 0.0011
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.