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Ascent Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

Ascent Group’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 		$411K Buy
17,432
+3,245
+23% +$72.1K 0.01% 583
2026
Q1 		$280K Buy
14,187
+2
+0% +$42 0.01% 643
2025
Q4 		$274K Buy
14,185
+1,095
+8% +$19K 0.01% 639
2025
Q3 		$219K Sell
13,090
-683
-5% -$10.9K 0.01% 686
2025
Q2 		$208K Sell
13,773
-1,432
-9% -$20.6K 0.01% 678
2025
Q1 		$235K Buy
+15,205
New +$231K 0.01% 624

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ascent Group's SMFG Position: Q2 2026 in Review

Ascent Group increased its Sumitomo Mitsui Financial (SMFG) stake by 23% in Q2 2026, buying an estimated $72.1K and bringing the position to 17,432 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #583.

Ascent Group first reported a position in SMFG in Q1 2025 and has held it in 6 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Ascent Group held 17,432 shares of Sumitomo Mitsui Financial worth $411K as of Q2 2026.
  • Ascent Group bought 3,245 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $72.1K.
  • Sumitomo Mitsui Financial made up 0.01% of Ascent Group's portfolio in Q2 2026, its #583 holding.
  • Ascent Group first reported a position in Sumitomo Mitsui Financial in Q1 2025 and has held it in 6 quarters since.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.