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Atomi Financial Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

Atomi Financial 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 		$2.9M Buy
123,073
+9,446
+8% +$210K 0.08% 198
2026
Q1 		$2.24M Buy
113,627
+8,439
+8% +$177K 0.07% 225
2025
Q4 		$2.03M Buy
105,188
+15,377
+17% +$267K 0.06% 237
2025
Q3 		$1.5M Buy
89,811
+12,290
+16% +$197K 0.05% 258
2025
Q2 		$1.17M Sell
77,521
-32,186
-29% -$463K 0.04% 294
2025
Q1 		$1.7M Buy
109,707
+37,641
+52% +$573K 0.08% 196
2024
Q4 		$1.04M Buy
72,066
+8,920
+14% +$123K 0.05% 259
2024
Q3 		$798K Buy
63,146
+4,522
+8% +$59.7K 0.05% 299
2024
Q2 		$786K Buy
58,624
+12,577
+27% +$152K 0.06% 261
2024
Q1 		$542K Buy
46,047
+10,894
+31% +$117K 0.05% 324
2023
Q4 		$340K Buy
+35,153
New +$341K 0.05% 371

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

Atomi Financial Group's SMFG Position: Q2 2026 in Review

Atomi Financial Group increased its Sumitomo Mitsui Financial (SMFG) stake by 8.3% in Q2 2026, buying an estimated $210K and bringing the position to 123,073 shares worth $2.9M. The position accounts for 0.08% of the portfolio, ranked #198.

Atomi Financial Group first reported a position in SMFG in Q4 2023 and has held it in 11 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Atomi Financial Group held 123,073 shares of Sumitomo Mitsui Financial worth $2.9M as of Q2 2026.
  • Atomi Financial Group bought 9,446 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $210K.
  • Sumitomo Mitsui Financial made up 0.08% of Atomi Financial Group's portfolio in Q2 2026, its #198 holding.
  • Atomi Financial Group first reported a position in Sumitomo Mitsui Financial in Q4 2023 and has held it in 11 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.