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Brown, Lisle/Cummings’s Sumitomo Mitsui Financial SMFG Stock Holding History

Brown, Lisle/Cummings’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
Q1 		$12.2K Buy
618
+499
+419% +$10.5K ﹤0.01% 539
2025
Q4 		$2.3K Hold
119
– – ﹤0.01% 628
2025
Q3 		$1.99K Hold
119
– – ﹤0.01% 651
2025
Q2 		$1.8K Hold
119
– – ﹤0.01% 660
2025
Q1 		$1.84K Buy
+119
New +$1.81K ﹤0.01% 657

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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Brown, Lisle/Cummings's SMFG Position: Q1 2026 in Review

Brown, Lisle/Cummings increased its Sumitomo Mitsui Financial (SMFG) stake by 419% in Q1 2026, buying an estimated $10.5K and bringing the position to 618 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #539.

Brown, Lisle/Cummings first reported a position in SMFG in Q1 2025 and has held it in 5 quarters since. 444 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

  • Brown, Lisle/Cummings held 618 shares of Sumitomo Mitsui Financial worth $12.2K as of Q1 2026.
  • Brown, Lisle/Cummings bought 499 Sumitomo Mitsui Financial shares in Q1 2026, an estimated $10.5K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #539 holding.
  • Brown, Lisle/Cummings first reported a position in Sumitomo Mitsui Financial in Q1 2025 and has held it in 5 quarters since.
  • 444 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.