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

Berbice 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 		– Sell
-2,000
Closed -$39.5K – 149
2026
Q1 		$39.5K Buy
+2,000
New +$42K 0.03% 91

Other funds holding SMFG

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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

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

Berbice Capital Management sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2026, closing a stake of 2,000 shares — an estimated $39.5K sold.

Berbice Capital Management first reported a position in SMFG in Q1 2026 and held it in 1 quarter. The position peaked at $39.5K in Q1 2026. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Berbice Capital Management reported no remaining Sumitomo Mitsui Financial position as of Q2 2026 after selling out during the quarter.
  • Berbice Capital Management sold 2,000 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $39.5K.
  • Berbice Capital Management first reported a position in Sumitomo Mitsui Financial in Q1 2026 and held it in 1 quarter.
  • Berbice Capital Management's Sumitomo Mitsui Financial position peaked at $39.5K in Q1 2026.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Berbice Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.