BFG
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Bleakley Financial Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bleakley Financial Group’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 		$776K Buy
32,905
+8,596
+35% +$191K 0.01% 715
2026
Q1 		$480K Sell
24,309
-1,883
-7% -$39.6K 0.01% 639
2025
Q4 		$506K Buy
26,192
+7,483
+40% +$130K 0.01% 580
2025
Q3 		$313K Buy
18,709
+391
+2% +$6.26K 0.01% 560
2025
Q2 		$277K Buy
18,318
+126
+0.7% +$1.81K 0.01% 551
2025
Q1 		$281K Buy
18,192
+909
+5% +$13.8K 0.01% 485
2024
Q4 		$250K Sell
17,283
-183
-1% -$2.51K 0.01% 867
2024
Q3 		$221K Sell
17,466
-432,985
-96% -$5.72M 0.01% 891
2024
Q2 		$6.04M Sell
450,451
-4,831
-1% -$58.5K 0.17% 115
2024
Q1 		$5.36M Sell
455,282
-12,727
-3% -$137K 0.16% 130
2023
Q4 		$4.53M Sell
468,009
-26,963
-5% -$261K 0.14% 135
2023
Q3 		$4.88M Sell
494,972
-2,365
-0.5% -$21.9K 0.17% 114
2023
Q2 		$4.28M Buy
497,337
+6,478
+1% +$53.5K 0.13% 142
2023
Q1 		$3.93M Buy
490,859
+171,297
+54% +$1.45M 0.13% 148
2022
Q4 		$2.56M Buy
+319,562
New +$2.04M 0.09% 201

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

Bleakley Financial Group's SMFG Position: Q2 2026 in Review

Bleakley Financial Group increased its Sumitomo Mitsui Financial (SMFG) stake by 35% in Q2 2026, buying an estimated $191K and bringing the position to 32,905 shares worth $776K. The position accounts for 0.01% of the portfolio, ranked #715.

Bleakley Financial Group first reported a position in SMFG in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.04M in Q2 2024. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Bleakley Financial Group held 32,905 shares of Sumitomo Mitsui Financial worth $776K as of Q2 2026.
  • Bleakley Financial Group bought 8,596 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $191K.
  • Sumitomo Mitsui Financial made up 0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #715 holding.
  • Bleakley Financial Group first reported a position in Sumitomo Mitsui Financial in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's Sumitomo Mitsui Financial position peaked at $6.04M in Q2 2024.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.