BGAI
SMFG icon

Bruce G. Allen Investments’s Sumitomo Mitsui Financial SMFG Stock Holding History

Bruce G. Allen 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 		$202K Buy
8,546
+97
+1% +$2.15K 0.13% 77
2026
Q1 		$167K Sell
8,449
-516
-6% -$10.8K 0.11% 93
2025
Q4 		$173K Buy
8,965
+22
+0.2% +$381 0.12% 87
2025
Q3 		$150K Buy
8,943
+47
+0.5% +$753 0.11% 106
2025
Q2 		$134K Buy
8,896
+185
+2% +$2.66K 0.1% 117
2025
Q1 		$135K Buy
8,711
+3,266
+60% +$49.7K 0.11% 110
2024
Q4 		$78.9K Buy
5,445
+1,239
+29% +$17K 0.06% 177
2024
Q3 		$53.1K Buy
4,206
+566
+16% +$7.47K 0.04% 253
2024
Q2 		$48.8K Buy
3,640
+200
+6% +$2.42K 0.04% 241
2024
Q1 		$40.5K Sell
3,440
-3
-0.1% -$32 0.03% 283
2023
Q4 		$33.3K Buy
+3,443
New +$33.4K 0.03% 300

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

Bruce G. Allen Investments's SMFG Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Sumitomo Mitsui Financial (SMFG) stake by 1.1% in Q2 2026, buying an estimated $2.15K and bringing the position to 8,546 shares worth $202K. The position accounts for 0.13% of the portfolio, ranked #77.

Bruce G. Allen Investments first reported a position in SMFG in Q4 2023 and has held it in 11 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Bruce G. Allen Investments held 8,546 shares of Sumitomo Mitsui Financial worth $202K as of Q2 2026.
  • Bruce G. Allen Investments bought 97 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $2.15K.
  • Sumitomo Mitsui Financial made up 0.13% of Bruce G. Allen Investments's portfolio in Q2 2026, its #77 holding.
  • Bruce G. Allen Investments first reported a position in Sumitomo Mitsui Financial in Q4 2023 and has held it in 11 quarters since.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.