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Blue Trust Inc’s Sumitomo Mitsui Financial 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
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 $1.89T 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

Blue Trust Inc's SMFG Position: Q2 2026 in Review

Blue Trust Inc reduced its Sumitomo Mitsui Financial (SMFG) stake by 0.1% in Q2 2026, selling an estimated $355 and leaving 16,666 shares worth $393K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Blue Trust Inc first reported a position in SMFG in Q2 2022 and has held it in 17 quarters since. The position peaked at $516K in Q3 2024. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Blue Trust Inc held 16,666 shares of Sumitomo Mitsui Financial worth $393K as of Q2 2026.
  • Blue Trust Inc sold 16 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $355.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #558 holding.
  • Blue Trust Inc first reported a position in Sumitomo Mitsui Financial in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Sumitomo Mitsui Financial position peaked at $516K in Q3 2024.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.