1832 Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

1832 Asset 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	$1.58M	Buy	67,070 +9,377	+16%	+$208K	﹤0.01%	506
2026 Q1	$1.14M	Buy	57,693 +5,609	+11%	+$118K	﹤0.01%	542
2025 Q4	$1.01M	Sell	52,084 -3,128	-6%	-$54.2K	﹤0.01%	574
2025 Q3	$924K	Sell	55,212 -8,083	-13%	-$129K	﹤0.01%	579
2025 Q2	$956K	Sell	63,295 -1,490	-2%	-$21.4K	﹤0.01%	572
2025 Q1	$1M	Buy	+64,785	New	+$985K	﹤0.01%	564
2016 Q4	–	Sell	-645	Closed	-$4K	–	744
2016 Q3	$4K	Buy	+645	New	+$4.18K	﹤0.01%	634

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 22.96% 1-Year Est. Return

1832 Asset Management's SMFG Position: Q2 2026 in Review

1832 Asset Management increased its Sumitomo Mitsui Financial (SMFG) stake by 16% in Q2 2026, buying an estimated $208K and bringing the position to 67,070 shares worth $1.58M. The position accounts for ﹤0.01% of the portfolio, ranked #506.

1832 Asset Management first reported a position in SMFG in Q3 2016 and has held it in 7 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

1832 Asset Management held 67,070 shares of Sumitomo Mitsui Financial worth $1.58M as of Q2 2026.
1832 Asset Management bought 9,377 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $208K.
Sumitomo Mitsui Financial made up ﹤0.01% of 1832 Asset Management's portfolio in Q2 2026, its #506 holding.
1832 Asset Management first reported a position in Sumitomo Mitsui Financial in Q3 2016 and has held it in 7 quarters since.
460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on 1832 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.