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Brighton Jones LLC’s Sumitomo Mitsui Financial SMFG Stock Holding History

Brighton Jones LLC’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 		$452K Buy
19,175
+1,518
+9% +$33.7K 0.01% 836
2026
Q1 		$349K Buy
+17,657
New +$371K 0.01% 851

Other funds holding SMFG

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
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 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
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

Brighton Jones LLC's SMFG Position: Q2 2026 in Review

Brighton Jones LLC increased its Sumitomo Mitsui Financial (SMFG) stake by 8.6% in Q2 2026, buying an estimated $33.7K and bringing the position to 19,175 shares worth $452K. The position accounts for 0.01% of the portfolio, ranked #836.

Brighton Jones LLC first reported a position in SMFG in Q1 2026 and has held it in 2 quarters since. 309 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Brighton Jones LLC held 19,175 shares of Sumitomo Mitsui Financial worth $452K as of Q2 2026.
  • Brighton Jones LLC bought 1,518 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $33.7K.
  • Sumitomo Mitsui Financial made up 0.01% of Brighton Jones LLC's portfolio in Q2 2026, its #836 holding.
  • Brighton Jones LLC first reported a position in Sumitomo Mitsui Financial in Q1 2026 and has held it in 2 quarters since.
  • 309 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.