Sequoia Financial Advisors LLC Trims Stock Position in Sumitomo Mitsui Financial Group Inc $SMFG

Posted by Stanley Muller on Sep 14th, 2026

Sequoia Financial Advisors LLC cut its stake in Sumitomo Mitsui Financial Group Inc (NYSE:SMFG – Free Report) by 28.5% in the 2nd quarter, Holdings Channel reports. The firm owned 109,279 shares of the bank’s stock after selling 43,607 shares during the period. Sequoia Financial Advisors LLC’s holdings in Sumitomo Mitsui Financial Group were worth $2,577,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of SMFG. AQR Capital Management LLC increased its position in shares of Sumitomo Mitsui Financial Group by 26.0% during the first quarter. AQR Capital Management LLC now owns 177,249 shares of the bank’s stock valued at $2,740,000 after buying an additional 36,522 shares during the period. Focus Partners Wealth lifted its holdings in Sumitomo Mitsui Financial Group by 40.5% in the first quarter. Focus Partners Wealth now owns 18,253 shares of the bank’s stock worth $282,000 after buying an additional 5,258 shares during the period. Geneos Wealth Management Inc. boosted its position in Sumitomo Mitsui Financial Group by 41.6% during the 1st quarter. Geneos Wealth Management Inc. now owns 3,163 shares of the bank’s stock valued at $49,000 after acquiring an additional 930 shares in the last quarter. Acadian Asset Management LLC boosted its position in Sumitomo Mitsui Financial Group by 336.4% during the 1st quarter. Acadian Asset Management LLC now owns 39,574 shares of the bank’s stock valued at $610,000 after acquiring an additional 30,506 shares in the last quarter. Finally, Sivia Capital Partners LLC grew its holdings in shares of Sumitomo Mitsui Financial Group by 43.9% during the 2nd quarter. Sivia Capital Partners LLC now owns 32,398 shares of the bank’s stock worth $490,000 after acquiring an additional 9,876 shares during the period. 3.85% of the stock is owned by hedge funds and other institutional investors.

Sumitomo Mitsui Financial Group Trading Down 0.0%

Shares of NYSE SMFG opened at $27.28 on Monday. The firm’s 50 day moving average price is $25.83 and its 200-day moving average price is $23.20. The company has a market cap of $172.83 billion, a PE ratio of 18.95, a P/E/G ratio of 1.08 and a beta of 0.42. Sumitomo Mitsui Financial Group Inc has a 52-week low of $15.18 and a 52-week high of $27.61. The company has a debt-to-equity ratio of 1.65, a quick ratio of 1.05 and a current ratio of 1.05.

Sumitomo Mitsui Financial Group (NYSE:SMFG – Get Free Report) last announced its quarterly earnings results on Tuesday, June 30th. The bank reported $0.49 earnings per share for the quarter. Sumitomo Mitsui Financial Group had a net margin of 16.24% and a return on equity of 10.65%. The company had revenue of $8.71 billion during the quarter. On average, equities research analysts expect that Sumitomo Mitsui Financial Group Inc will post 1.81 EPS for the current fiscal year.

Insider Buying and Selling

In other Sumitomo Mitsui Financial Group news, CFO Kazuyuki Anchi sold 4,000 shares of the stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $42.47, for a total transaction of $169,880.00. Following the sale, the chief financial officer directly owned 48,857 shares in the company, valued at approximately $2,074,956.79. This trade represents a 7.57% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.05% of the company’s stock.

Analyst Ratings Changes

SMFG has been the subject of several research reports. Zacks Research lowered Sumitomo Mitsui Financial Group from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, August 19th. Weiss Ratings upgraded Sumitomo Mitsui Financial Group from a “hold (c+)” rating to a “buy (b+)” rating in a research report on Wednesday, September 2nd. One research analyst has rated the stock with a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy”.

Get Our Latest Research Report on SMFG

Sumitomo Mitsui Financial Group Company Profile

(Free Report)

Sumitomo Mitsui Financial Group, Inc (SMFG) is a Japanese financial services holding company and the parent organization of Sumitomo Mitsui Banking Corporation (SMBC). The group provides a broad range of financial products and services to individuals, businesses, institutional clients and public-sector organizations.

Its principal activities include commercial and investment banking, retail banking, corporate lending, deposits, payments, foreign exchange and trade finance. Through affiliated companies, SMFG also offers securities brokerage and underwriting, asset management, leasing, credit cards, consumer finance and other specialized financial services.

SMFG traces its heritage to the historical Sumitomo and Mitsui banking businesses.