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Brucke Financial’s Sumitomo Mitsui Financial SMFG Stock Holding History

Brucke Financial’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 		$264K Sell
11,215
-332
-3% -$7.37K 0.12% 135
2026
Q1 		$228K Sell
11,547
-2,894
-20% -$60.8K 0.12% 144
2025
Q4 		$279K Buy
14,441
+842
+6% +$14.6K 0.15% 126
2025
Q3 		$221K Buy
+13,599
New +$218K 0.13% 143

Other funds holding SMFG

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Brucke Financial's SMFG Position: Q2 2026 in Review

Brucke Financial reduced its Sumitomo Mitsui Financial (SMFG) stake by 2.9% in Q2 2026, selling an estimated $7.37K and leaving 11,215 shares worth $264K. The position accounts for 0.12% of the portfolio, ranked #135.

Brucke Financial first reported a position in SMFG in Q3 2025 and has held it in 4 quarters since. The position peaked at $279K in Q4 2025. 169 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Brucke Financial held 11,215 shares of Sumitomo Mitsui Financial worth $264K as of Q2 2026.
  • Brucke Financial sold 332 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $7.37K.
  • Sumitomo Mitsui Financial made up 0.12% of Brucke Financial's portfolio in Q2 2026, its #135 holding.
  • Brucke Financial first reported a position in Sumitomo Mitsui Financial in Q3 2025 and has held it in 4 quarters since.
  • Brucke Financial's Sumitomo Mitsui Financial position peaked at $279K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Brucke Financial's 13F filing for Q2 2026, filed 21 Jul 2026.