Blue Trust Inc
SMFG icon

Blue Trust Inc’s Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) SMFG Stock Holding History

Blue Trust Inc’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
Q3 		$238K Sell
9,195
-7,471
-45% -$193K ﹤0.01% 695
2026
Q2 		$393K Sell
16,666
-16
-0.1% -$355 ﹤0.01% 558
2026
Q1 		$329K Sell
16,682
-5,071
-23% -$107K ﹤0.01% 622
2025
Q4 		$420K Sell
21,753
-2,024
-9% -$35.1K ﹤0.01% 545
2025
Q3 		$398K Sell
23,777
-243
-1% -$3.89K ﹤0.01% 572
2025
Q2 		$363K Buy
24,020
+6,586
+38% +$94.7K ﹤0.01% 564
2025
Q1 		$270K Buy
17,434
+5,137
+42% +$78.1K ﹤0.01% 602
2024
Q4 		$178K Sell
12,297
-26,146
-68% -$359K ﹤0.01% 690
2024
Q3 		$516K Buy
38,443
+22,507
+141% +$297K 0.01% 455
2024
Q2 		$188K Buy
15,936
+10,833
+212% +$131K ﹤0.01% 736
2024
Q1 		$60.1K Sell
5,103
-9,731
-66% -$104K ﹤0.01% 857
2023
Q4 		$147K Buy
14,834
+5,918
+66% +$57.4K ﹤0.01% 550
2023
Q3 		$77K Buy
8,916
+4,129
+86% +$38.2K ﹤0.01% 704
2023
Q2 		$38K Sell
4,787
-6,526
-58% -$53.9K ﹤0.01% 801
2023
Q1 		$91K Sell
11,313
-5,117
-31% -$43.3K ﹤0.01% 803
2022
Q4 		$90K Buy
16,430
+10,450
+175% +$66.6K ﹤0.01% 704
2022
Q3 		$36K Buy
5,980
+4,199
+236% +$25.3K ﹤0.01% 872
2022
Q2 		$11K Buy
+1,781
New +$10.8K ﹤0.01% 1180

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Quantinno Capital Management
Quantinno Capital Management New York $106B AUM 29.93% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return

Blue Trust Inc's SMFG Position: Q3 2026 in Review

Blue Trust Inc reduced its Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) (SMFG) stake by 45% in Q3 2026, selling an estimated $193K and leaving 9,195 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Blue Trust Inc first reported a position in SMFG in Q2 2022 and has held it in 18 quarters since. The position peaked at $516K in Q3 2024. 409 funds tracked by Wall St. Rank hold SMFG as of Q3 2026.

  • Blue Trust Inc held 9,195 shares of Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) worth $238K as of Q3 2026.
  • Blue Trust Inc sold 7,471 Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) shares in Q3 2026, an estimated $193K.
  • Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #695 holding.
  • Blue Trust Inc first reported a position in Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) position peaked at $516K in Q3 2024.
  • 409 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial Group, Inc American Depositary Shares (each representing 1.2 shares of Common Stock) as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.