BFA
SMFG icon

Brown Financial Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Brown Financial Advisors’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 		$297K Sell
12,577
-57
-0.5% -$1.27K 0.1% 165
2026
Q1 		$250K Buy
+12,634
New +$265K 0.09% 181
2024
Q3 		– Sell
-141
Closed -$1.89K – 205
2024
Q2 		$1.89K Buy
+141
New +$1.71K ﹤0.01% 194

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 Financial Advisors's SMFG Position: Q2 2026 in Review

Brown Financial Advisors reduced its Sumitomo Mitsui Financial (SMFG) stake by 0.45% in Q2 2026, selling an estimated $1.27K and leaving 12,577 shares worth $297K. The position accounts for 0.1% of the portfolio, ranked #165.

Brown Financial Advisors first reported a position in SMFG in Q2 2024 and has held it in 3 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Brown Financial Advisors held 12,577 shares of Sumitomo Mitsui Financial worth $297K as of Q2 2026.
  • Brown Financial Advisors sold 57 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $1.27K.
  • Sumitomo Mitsui Financial made up 0.1% of Brown Financial Advisors's portfolio in Q2 2026, its #165 holding.
  • Brown Financial Advisors first reported a position in Sumitomo Mitsui Financial in Q2 2024 and has held it in 3 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.