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Callan Family Office’s Sumitomo Mitsui Financial SMFG Stock Holding History

Callan Family Office’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 		$5.05M Buy
255,668
+4,962
+2% +$104K 0.11% 191
2025
Q4 		$4.85M Buy
250,706
+34,694
+16% +$601K 0.1% 192
2025
Q3 		$3.62M Sell
216,012
-26,100
-11% -$418K 0.12% 188
2025
Q2 		$3.66M Buy
242,112
+111,876
+86% +$1.61M 0.12% 192
2025
Q1 		$2.01M Sell
130,236
-5,827
-4% -$88.6K 0.15% 129
2024
Q4 		$1.97M Buy
+136,063
New +$1.87M 0.13% 152

Other funds holding SMFG

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Callan Family Office's SMFG Position: Q1 2026 in Review

Callan Family Office increased its Sumitomo Mitsui Financial (SMFG) stake by 2% in Q1 2026, buying an estimated $104K and bringing the position to 255,668 shares worth $5.05M. The position accounts for 0.11% of the portfolio, ranked #191.

Callan Family Office first reported a position in SMFG in Q4 2024 and has held it in 6 quarters since. 439 funds tracked by Wall St. Rank hold SMFG as of Q1 2026.

  • Callan Family Office held 255,668 shares of Sumitomo Mitsui Financial worth $5.05M as of Q1 2026.
  • Callan Family Office bought 4,962 Sumitomo Mitsui Financial shares in Q1 2026, an estimated $104K.
  • Sumitomo Mitsui Financial made up 0.11% of Callan Family Office's portfolio in Q1 2026, its #191 holding.
  • Callan Family Office first reported a position in Sumitomo Mitsui Financial in Q4 2024 and has held it in 6 quarters since.
  • 439 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.