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Anderson Hoagland & Co’s Sumitomo Mitsui Financial SMFG Stock Holding History

Anderson Hoagland & Co’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 		$16.9M Sell
717,018
-8,230
-1% -$183K 1.33% 22
2026
Q1 		$14.3M Sell
725,248
-2,331
-0.3% -$49K 1.23% 21
2025
Q4 		$14.1M Sell
727,579
-5,478
-0.7% -$95K 1.21% 21
2025
Q3 		$12.3M Sell
733,057
-55,793
-7% -$894K 1.1% 24
2025
Q2 		$11.9M Sell
788,850
-43,007
-5% -$618K 1.14% 24
2025
Q1 		$10.2M Sell
831,857
-8,243
-1% -$125K 1.21% 24
2024
Q4 		$12.3M Sell
840,100
-10,785
-1% -$148K 1.27% 20
2024
Q3 		$11M Sell
850,885
-8,037
-0.9% -$106K 1.12% 25
2024
Q2 		$11.8M Sell
858,922
-639
-0.1% -$7.74K 1.24% 22
2024
Q1 		$9.92M Buy
859,561
+28,814
+3% +$309K 1.11% 27
2023
Q4 		$8.18M Buy
830,747
+2,110
+0.3% +$20.5K 1% 31
2023
Q3 		$8.16M Buy
828,637
+315,394
+61% +$2.92M 1.09% 26
2023
Q2 		$4.41M Hold
513,243
– – 0.57% 42
2023
Q1 		$4.11M Buy
513,243
+6,830
+1% +$57.8K 0.59% 45
2022
Q4 		$4.31M Buy
506,413
+69,815
+16% +$445K 0.63% 42
2022
Q3 		$2.4M Buy
436,598
+1,050
+0.2% +$6.33K 0.38% 70
2022
Q2 		$2.58M Hold
435,548
– – 0.39% 65
2022
Q1 		$2.73M Sell
435,548
-3,900
-0.9% -$27.8K 0.35% 66
2021
Q4 		$3.17M Buy
439,448
+4,896
+1% +$33.2K 0.42% 59
2021
Q3 		$3.05M Sell
434,552
-4,122
-0.9% -$28.7K 0.39% 66
2021
Q2 		$3.02M Buy
438,674
+25,914
+6% +$186K 0.38% 64
2021
Q1 		$2.99M Buy
412,760
+5,150
+1% +$35.9K 0.42% 63
2020
Q4 		$2.52M Buy
407,610
+207,875
+104% +$1.22M 0.4% 64
2020
Q3 		$1.12M Buy
199,735
+12,485
+7% +$71.6K 0.54% 50
2020
Q2 		$1.05M Buy
187,250
+48,675
+35% +$263K 0.5% 55
2020
Q1 		$722K Buy
138,575
+16,700
+14% +$108K 0.45% 58
2019
Q4 		$891K Buy
+121,875
New +$877K 0.5% 59

Other funds holding SMFG

CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Anderson Hoagland & Co's SMFG Position: Q2 2026 in Review

Anderson Hoagland & Co reduced its Sumitomo Mitsui Financial (SMFG) stake by 1.1% in Q2 2026, selling an estimated $183K and leaving 717,018 shares worth $16.9M. The position accounts for 1.33% of the portfolio, ranked #22.

Anderson Hoagland & Co first reported a position in SMFG in Q4 2019 and has held it in 27 quarters since. 66 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Anderson Hoagland & Co held 717,018 shares of Sumitomo Mitsui Financial worth $16.9M as of Q2 2026.
  • Anderson Hoagland & Co sold 8,230 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $183K.
  • Sumitomo Mitsui Financial made up 1.33% of Anderson Hoagland & Co's portfolio in Q2 2026, its #22 holding.
  • Anderson Hoagland & Co first reported a position in Sumitomo Mitsui Financial in Q4 2019 and has held it in 27 quarters since.
  • 66 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Anderson Hoagland & Co's 13F filing for Q2 2026, filed 6 Jul 2026.