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Brinker Capital Investments’s Sumitomo Mitsui Financial SMFG Stock Holding History

Brinker Capital Investments’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 		$2.63M Buy
111,339
+12,584
+13% +$279K 0.02% 657
2026
Q1 		$1.95M Buy
98,755
+6,183
+7% +$130K 0.02% 768
2025
Q4 		$1.79M Sell
92,572
-9,253
-9% -$160K 0.01% 912
2025
Q3 		$1.7M Buy
101,825
+779
+0.8% +$12.5K 0.01% 924
2025
Q2 		$1.53M Buy
101,046
+551
+0.5% +$7.92K 0.01% 940
2025
Q1 		$1.55M Sell
100,495
-390
-0.4% -$5.93K 0.02% 844
2024
Q4 		$1.46M Buy
100,885
+11,952
+13% +$164K 0.01% 854
2024
Q3 		$1.12M Sell
88,933
-639
-0.7% -$8.44K 0.01% 995
2024
Q2 		$1.2M Buy
89,572
+878
+1% +$10.6K 0.01% 903
2024
Q1 		$1.04M Buy
88,694
+2,980
+3% +$32K 0.01% 963
2023
Q4 		$854K Sell
85,714
-229,043
-73% -$2.22M 0.01% 1015
2023
Q3 		$3.1M Sell
314,757
-23,107
-7% -$214K 0.04% 426
2023
Q2 		$2.91M Buy
337,864
+45,117
+15% +$373K 0.03% 496
2023
Q1 		$2.34M Sell
292,747
-95,504
-25% -$808K 0.03% 531
2022
Q4 		$3.11M Sell
388,251
-928
-0.2% -$5.91K 0.06% 315
2022
Q3 		$2.14M Buy
389,179
+20,950
+6% +$126K 0.04% 436
2022
Q2 		$2.17M Sell
368,229
-13,075
-3% -$79K 0.04% 445
2022
Q1 		$2.39M Buy
381,304
+606
+0.2% +$4.32K 0.04% 468
2021
Q4 		$2.58M Sell
380,698
-8,661
-2% -$58.7K 0.04% 475
2021
Q3 		$2.68M Hold
389,359
– – 0.04% 451
2021
Q2 		$2.68M Buy
389,359
+43,448
+13% +$312K 0.04% 508
2021
Q1 		$2.51M Buy
345,911
+327,417
+1,770% +$2.28M 0.04% 446
2020
Q4 		$114K Sell
18,494
-341,637
-95% -$2M ﹤0.01% 1005
2020
Q3 		$2.01M Buy
+360,131
New +$2.06M 0.03% 470

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

Brinker Capital Investments's SMFG Position: Q2 2026 in Review

Brinker Capital Investments increased its Sumitomo Mitsui Financial (SMFG) stake by 13% in Q2 2026, buying an estimated $279K and bringing the position to 111,339 shares worth $2.63M. The position accounts for 0.02% of the portfolio, ranked #657.

Brinker Capital Investments first reported a position in SMFG in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.11M in Q4 2022. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Brinker Capital Investments held 111,339 shares of Sumitomo Mitsui Financial worth $2.63M as of Q2 2026.
  • Brinker Capital Investments bought 12,584 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $279K.
  • Sumitomo Mitsui Financial made up 0.02% of Brinker Capital Investments's portfolio in Q2 2026, its #657 holding.
  • Brinker Capital Investments first reported a position in Sumitomo Mitsui Financial in Q3 2020 and has held it in 24 quarters since.
  • Brinker Capital Investments's Sumitomo Mitsui Financial position peaked at $3.11M in Q4 2022.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.