Burns Matteson Capital Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Burns Matteson Capital Management’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	$644K	Buy	27,310 +292	+1%	+$6.49K	0.2%	81
2026 Q1	$534K	Buy	27,018 +12,218	+83%	+$257K	0.2%	106
2025 Q4	$286K	Buy	14,800 +1,398	+10%	+$24.2K	0.1%	161
2025 Q3	$224K	Buy	13,402 +2,656	+25%	+$42.5K	0.09%	178
2025 Q2	$162K	Buy	+10,746	New	+$155K	0.08%	178

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Burns Matteson Capital Management's SMFG Position: Q2 2026 in Review

Burns Matteson Capital Management increased its Sumitomo Mitsui Financial (SMFG) stake by 1.1% in Q2 2026, buying an estimated $6.49K and bringing the position to 27,310 shares worth $644K. The position accounts for 0.2% of the portfolio, ranked #81.

Burns Matteson Capital Management first reported a position in SMFG in Q2 2025 and has held it in 5 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Burns Matteson Capital Management held 27,310 shares of Sumitomo Mitsui Financial worth $644K as of Q2 2026.
Burns Matteson Capital Management bought 292 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $6.49K.
Sumitomo Mitsui Financial made up 0.2% of Burns Matteson Capital Management's portfolio in Q2 2026, its #81 holding.
Burns Matteson Capital Management first reported a position in Sumitomo Mitsui Financial in Q2 2025 and has held it in 5 quarters since.
458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.