55 North Private Wealth’s Sumitomo Mitsui Financial SMFG Stock Holding History

55 North Private Wealth’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	$513K	Buy	21,764 +9,495	+77%	+$211K	0.1%	94
2026 Q1	$242K	Buy	12,269 +1,867	+18%	+$39.2K	0.06%	171
2025 Q4	$201K	Buy	+10,402	New	+$180K	0.05%	191

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

55 North Private Wealth's SMFG Position: Q2 2026 in Review

55 North Private Wealth increased its Sumitomo Mitsui Financial (SMFG) stake by 77% in Q2 2026, buying an estimated $211K and bringing the position to 21,764 shares worth $513K. The position accounts for 0.1% of the portfolio, ranked #94.

55 North Private Wealth first reported a position in SMFG in Q4 2025 and has held it in 3 quarters since. 456 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

55 North Private Wealth held 21,764 shares of Sumitomo Mitsui Financial worth $513K as of Q2 2026.
55 North Private Wealth bought 9,495 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $211K.
Sumitomo Mitsui Financial made up 0.1% of 55 North Private Wealth's portfolio in Q2 2026, its #94 holding.
55 North Private Wealth first reported a position in Sumitomo Mitsui Financial in Q4 2025 and has held it in 3 quarters since.
456 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.