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Atlas Capital Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Atlas Capital Advisors’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 		$437K Buy
18,547
+7,267
+64% +$161K 0.05% 307
2026
Q1 		$223K Sell
11,280
-15,734
-58% -$331K 0.03% 394
2025
Q4 		$522K Buy
+27,014
New +$468K 0.06% 251
2025
Q2 		$380K Sell
25,151
-6,170
-20% -$88.7K 0.05% 296
2025
Q1 		$484K Buy
31,321
+342
+1% +$5.2K 0.06% 267
2024
Q4 		$449K Sell
30,979
-489
-2% -$6.72K 0.06% 259
2024
Q3 		$397K Sell
31,468
-154
-0.5% -$2.03K 0.06% 266
2024
Q2 		$424K Buy
31,622
+4,233
+15% +$51.3K 0.06% 254
2024
Q1 		$322K Sell
27,389
-639
-2% -$6.86K 0.05% 291
2023
Q4 		$271K Hold
28,028
– – 0.04% 318
2023
Q3 		$276K Hold
28,028
– – 0.05% 292
2023
Q2 		$241K Sell
28,028
-1,944
-6% -$16.1K 0.04% 331
2023
Q1 		$240K Hold
29,972
– – 0.04% 324
2022
Q4 		$240K Sell
29,972
-16,195
-35% -$103K 0.04% 311
2022
Q3 		$254K Hold
46,167
– – 0.05% 301
2022
Q2 		$272K Buy
46,167
+20,717
+81% +$125K 0.05% 307
2022
Q1 		$160K Buy
25,450
+2,124
+9% +$15.1K 0.02% 396
2021
Q4 		$158K Hold
23,326
– – 0.02% 391
2021
Q3 		$164K Buy
23,326
+1,482
+7% +$10.3K 0.03% 374
2021
Q2 		$151K Buy
21,844
+1,892
+9% +$13.6K 0.03% 400
2021
Q1 		$145K Hold
19,952
– – 0.03% 367
2020
Q4 		$123K Sell
19,952
-3,025
-13% -$17.7K 0.03% 368
2020
Q3 		$128K Sell
22,977
-26,270
-53% -$151K 0.03% 303
2020
Q2 		$277K Hold
49,247
– – 0.06% 265
2020
Q1 		$236K Buy
49,247
+21,162
+75% +$136K 0.07% 244
2019
Q4 		$208K Sell
28,085
-19,546
-41% -$141K 0.05% 312
2019
Q3 		$326K Buy
47,631
+28,085
+144% +$192K 0.1% 252
2019
Q2 		$138K Sell
19,546
-2,024
-9% -$14.3K 0.05% 358
2019
Q1 		$152K Sell
21,570
-9,786
-31% -$70K 0.05% 305
2018
Q4 		$204K Sell
31,356
-16,860
-35% -$126K 0.08% 253
2018
Q3 		$388K Hold
48,216
– – 0.13% 206
2018
Q2 		$371K Buy
48,216
+23,600
+96% +$196K 0.13% 199
2018
Q1 		$209K Buy
+24,616
New +$220K 0.06% 280

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

Atlas Capital Advisors's SMFG Position: Q2 2026 in Review

Atlas Capital Advisors increased its Sumitomo Mitsui Financial (SMFG) stake by 64% in Q2 2026, buying an estimated $161K and bringing the position to 18,547 shares worth $437K. The position accounts for 0.05% of the portfolio, ranked #307.

Atlas Capital Advisors first reported a position in SMFG in Q1 2018 and has held it in 33 quarters since. The position peaked at $522K in Q4 2025. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Atlas Capital Advisors held 18,547 shares of Sumitomo Mitsui Financial worth $437K as of Q2 2026.
  • Atlas Capital Advisors bought 7,267 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $161K.
  • Sumitomo Mitsui Financial made up 0.05% of Atlas Capital Advisors's portfolio in Q2 2026, its #307 holding.
  • Atlas Capital Advisors first reported a position in Sumitomo Mitsui Financial in Q1 2018 and has held it in 33 quarters since.
  • Atlas Capital Advisors's Sumitomo Mitsui Financial position peaked at $522K in Q4 2025.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.