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Augustine Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Augustine Asset Management’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 		$6.19M Sell
262,517
-1,721
-0.7% -$38.2K 1.25% 16
2026
Q1 		$5.22M Buy
264,238
+565
+0.2% +$11.9K 1.18% 18
2025
Q4 		$5.1M Sell
263,673
-1,395
-0.5% -$24.2K 1.02% 17
2025
Q3 		$4.44M Sell
265,068
-479
-0.2% -$7.67K 0.89% 18
2025
Q2 		$4.01M Buy
265,547
+5,683
+2% +$81.7K 1.07% 17
2025
Q1 		$4.02M Buy
259,864
+5,168
+2% +$78.6K 1.17% 19
2024
Q4 		$3.69M Sell
254,696
-1,849
-0.7% -$25.4K 0.97% 20
2024
Q3 		$3.24M Buy
256,545
+3,857
+2% +$50.9K 1.13% 22
2024
Q2 		$3.39M Buy
252,688
+91,731
+57% +$1.11M 1.31% 20
2024
Q1 		$1.89M Sell
160,957
-303
-0.2% -$3.25K 0.79% 26
2023
Q4 		$1.56M Buy
+161,260
New +$1.56M 0.69% 29

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

Augustine Asset Management's SMFG Position: Q2 2026 in Review

Augustine Asset Management reduced its Sumitomo Mitsui Financial (SMFG) stake by 0.65% in Q2 2026, selling an estimated $38.2K and leaving 262,517 shares worth $6.19M. The position accounts for 1.25% of the portfolio, ranked #16.

Augustine Asset Management 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.

  • Augustine Asset Management held 262,517 shares of Sumitomo Mitsui Financial worth $6.19M as of Q2 2026.
  • Augustine Asset Management sold 1,721 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $38.2K.
  • Sumitomo Mitsui Financial made up 1.25% of Augustine Asset Management's portfolio in Q2 2026, its #16 holding.
  • Augustine Asset Management 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 Augustine Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.