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Bailard’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bailard’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 		$832K Sell
35,290
-1,124
-3% -$25K 0.02% 409
2026
Q1 		$719K Sell
36,414
-1,957
-5% -$41.1K 0.02% 421
2025
Q4 		$742K Buy
38,371
+2,975
+8% +$51.6K 0.02% 384
2025
Q3 		$593K Buy
35,396
+7,150
+25% +$115K 0.01% 455
2025
Q2 		$427K Buy
28,246
+842
+3% +$12.1K 0.01% 528
2025
Q1 		$424K Buy
27,404
+1,701
+7% +$25.9K 0.01% 498
2024
Q4 		$372K Buy
+25,703
New +$353K 0.01% 519
2024
Q2 		– Sell
-95,000
Closed -$5.59M – 806
2024
Q1 		$5.59M Buy
+95,000
New +$1.02M 0.15% 133

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

Bailard's SMFG Position: Q2 2026 in Review

Bailard reduced its Sumitomo Mitsui Financial (SMFG) stake by 3.1% in Q2 2026, selling an estimated $25K and leaving 35,290 shares worth $832K. The position accounts for 0.02% of the portfolio, ranked #409.

Bailard first reported a position in SMFG in Q1 2024 and has held it in 8 quarters since. The position peaked at $5.59M in Q1 2024. 459 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Bailard held 35,290 shares of Sumitomo Mitsui Financial worth $832K as of Q2 2026.
  • Bailard sold 1,124 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $25K.
  • Sumitomo Mitsui Financial made up 0.02% of Bailard's portfolio in Q2 2026, its #409 holding.
  • Bailard first reported a position in Sumitomo Mitsui Financial in Q1 2024 and has held it in 8 quarters since.
  • Bailard's Sumitomo Mitsui Financial position peaked at $5.59M in Q1 2024.
  • 459 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.