Barometer Capital Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Barometer Capital 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	$3.39M	Buy	143,600 +16,700	+13%	+$371K	0.94%	27
2026 Q1	$2.51M	Buy	+126,900	New	+$2.67M	0.86%	27
2025 Q4	–	Sell	-60,054	Closed	-$1.01M	–	141
2025 Q3	$1.01M	Buy	60,054 +20,500	+52%	+$328K	0.23%	63
2025 Q2	$598K	Buy	39,554 +8,700	+28%	+$125K	0.17%	67
2025 Q1	$477K	Sell	30,854 -25,254	-45%	-$384K	0.18%	57
2024 Q4	$782K	Buy	56,108 +27,054	+93%	+$372K	0.31%	44
2024 Q3	$367K	Hold	29,054	–	–	0.11%	82
2024 Q2	$390K	Sell	29,054 -4,500	-13%	-$54.5K	0.15%	75
2024 Q1	$380K	Buy	33,554 +20,854	+164%	+$224K	0.1%	111
2023 Q4	$123K	Buy	+12,700	New	+$123K	0.03%	124

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

Barometer Capital Management's SMFG Position: Q2 2026 in Review

Barometer Capital Management increased its Sumitomo Mitsui Financial (SMFG) stake by 13% in Q2 2026, buying an estimated $371K and bringing the position to 143,600 shares worth $3.39M. The position accounts for 0.94% of the portfolio, ranked #27.

Barometer Capital Management first reported a position in SMFG in Q4 2023 and has held it in 10 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Barometer Capital Management held 143,600 shares of Sumitomo Mitsui Financial worth $3.39M as of Q2 2026.
Barometer Capital Management bought 16,700 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $371K.
Sumitomo Mitsui Financial made up 0.94% of Barometer Capital Management's portfolio in Q2 2026, its #27 holding.
Barometer Capital Management first reported a position in Sumitomo Mitsui Financial in Q4 2023 and has held it in 10 quarters since.
458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Barometer Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.