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Brown Brothers Harriman & Co’s Sumitomo Mitsui Financial SMFG Stock Holding History

Brown Brothers Harriman & Co’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 		$206K Buy
8,745
+2,995
+52% +$66.5K ﹤0.01% 868
2026
Q1 		$114K Buy
5,750
+3,149
+121% +$66.2K ﹤0.01% 911
2025
Q4 		$50.3K Buy
2,601
+2,273
+693% +$39.4K ﹤0.01% 1036
2025
Q3 		$5.49K Buy
328
+89
+37% +$1.43K ﹤0.01% 1393
2025
Q2 		$3.61K Buy
+239
New +$3.44K ﹤0.01% 1316
2022
Q4 		– Sell
-2,666
Closed -$15K – 1479
2022
Q3 		$15K Buy
2,666
+860
+48% +$5.19K ﹤0.01% 1062
2022
Q2 		$11K Buy
1,806
+1,421
+369% +$8.58K ﹤0.01% 997
2022
Q1 		$2K Hold
385
– – ﹤0.01% 1199
2021
Q4 		$3K Hold
385
– – ﹤0.01% 1049
2021
Q3 		$3K Hold
385
– – ﹤0.01% 1047
2021
Q2 		$3K Buy
+385
New +$2.76K ﹤0.01% 1041
2021
Q1 		– Sell
-968
Closed -$6K – 1227
2020
Q4 		$6K Buy
+968
New +$5.68K ﹤0.01% 918
2020
Q2 		– Sell
-132
Closed -$1K – 1171
2020
Q1 		$1K Sell
132
-3,961
-97% -$25.5K ﹤0.01% 1041
2019
Q4 		$30K Sell
4,093
-439
-10% -$3.16K ﹤0.01% 744
2019
Q3 		$31K Buy
4,532
+2,569
+131% +$17.6K ﹤0.01% 736
2019
Q2 		$14K Sell
1,963
-294
-13% -$2.08K ﹤0.01% 794
2019
Q1 		$16K Buy
2,257
+1,322
+141% +$9.45K ﹤0.01% 769
2018
Q4 		$6K Buy
+935
New +$6.98K ﹤0.01% 769
2015
Q1 		– Sell
-437
Closed -$3K – 836
2014
Q4 		$3K Buy
+437
New +$3.32K ﹤0.01% 805

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

Brown Brothers Harriman & Co's SMFG Position: Q2 2026 in Review

Brown Brothers Harriman & Co increased its Sumitomo Mitsui Financial (SMFG) stake by 52% in Q2 2026, buying an estimated $66.5K and bringing the position to 8,745 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Brown Brothers Harriman & Co first reported a position in SMFG in Q4 2014 and has held it in 19 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Brown Brothers Harriman & Co held 8,745 shares of Sumitomo Mitsui Financial worth $206K as of Q2 2026.
  • Brown Brothers Harriman & Co bought 2,995 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $66.5K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Brown Brothers Harriman & Co's portfolio in Q2 2026, its #868 holding.
  • Brown Brothers Harriman & Co first reported a position in Sumitomo Mitsui Financial in Q4 2014 and has held it in 19 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Brown Brothers Harriman & Co's 13F filing for Q2 2026, filed 12 Aug 2026.