Ballentine Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

Ballentine Partners’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	$1.94M	Buy	82,093 +9,080	+12%	+$202K	0.02%	226
2026 Q1	$1.44M	Buy	73,013 +2,236	+3%	+$47K	0.02%	271
2025 Q4	$1.37M	Buy	70,777 +1,444	+2%	+$25K	0.02%	263
2025 Q3	$1.16M	Sell	69,333 -1,553	-2%	-$24.9K	0.02%	297
2025 Q2	$1.07M	Buy	70,886 +1,474	+2%	+$21.2K	0.02%	305
2025 Q1	$1.07M	Buy	69,412 +7,829	+13%	+$119K	0.02%	278
2024 Q4	$892K	Buy	61,583 +5,972	+11%	+$82K	0.02%	313
2024 Q3	$702K	Sell	55,611 -320	-0.6%	-$4.23K	0.01%	350
2024 Q2	$750K	Buy	55,931 +2,551	+5%	+$30.9K	0.01%	321
2024 Q1	$628K	Buy	53,380 +6,997	+15%	+$75.1K	0.01%	343
2023 Q4	$449K	Buy	46,383 +9,929	+27%	+$96.3K	0.01%	394
2023 Q3	$359K	Buy	36,454 +1,720	+5%	+$15.9K	0.01%	395
2023 Q2	$299K	Buy	34,734 +16,267	+88%	+$134K	0.01%	449
2023 Q1	$148K	Buy	18,467 +3	+0%	+$25	﹤0.01%	537
2022 Q4	$148K	Buy	18,464 +4,415	+31%	+$28.1K	﹤0.01%	478
2022 Q3	$77K	Sell	14,049 -114	-0.8%	-$688	﹤0.01%	464
2022 Q2	$83K	Sell	14,163 -1,860	-12%	-$11.2K	﹤0.01%	424
2022 Q1	$100K	Sell	16,023 -760	-5%	-$5.41K	﹤0.01%	460
2021 Q4	$114K	Sell	16,783 -1,275	-7%	-$8.64K	﹤0.01%	467
2021 Q3	$127K	Sell	18,058 -1,995	-10%	-$13.9K	﹤0.01%	408
2021 Q2	$138K	Buy	20,053 +1,401	+8%	+$10K	﹤0.01%	414
2021 Q1	$136K	Buy	18,652 +2,690	+17%	+$18.7K	0.01%	389
2020 Q4	$99K	Buy	15,962 +220	+1%	+$1.29K	﹤0.01%	375
2020 Q3	$88K	Buy	15,742 +1,801	+13%	+$10.3K	﹤0.01%	385
2020 Q2	$79K	Buy	+13,941	New	+$75.3K	﹤0.01%	366
2020 Q1	–	Sell	-32,734	Closed	-$243K	–	409
2019 Q4	$243K	Buy	32,734 +1,740	+6%	+$12.5K	0.01%	341
2019 Q3	$212K	Buy	30,994 +14,938	+93%	+$102K	0.01%	363
2019 Q2	$113K	Buy	+16,056	New	+$114K	0.01%	381
2018 Q3	–	Sell	-10,169	Closed	-$79K	–	382
2018 Q2	$79K	Buy	+10,169	New	+$84.5K	﹤0.01%	338

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ballentine Partners's SMFG Position: Q2 2026 in Review

Ballentine Partners increased its Sumitomo Mitsui Financial (SMFG) stake by 12% in Q2 2026, buying an estimated $202K and bringing the position to 82,093 shares worth $1.94M. The position accounts for 0.02% of the portfolio, ranked #226.

Ballentine Partners first reported a position in SMFG in Q2 2018 and has held it in 29 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Ballentine Partners held 82,093 shares of Sumitomo Mitsui Financial worth $1.94M as of Q2 2026.
Ballentine Partners bought 9,080 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $202K.
Sumitomo Mitsui Financial made up 0.02% of Ballentine Partners's portfolio in Q2 2026, its #226 holding.
Ballentine Partners first reported a position in Sumitomo Mitsui Financial in Q2 2018 and has held it in 29 quarters since.
460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.