CP
SMFG icon

Canopy Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

Canopy Partners’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 		$345K Buy
14,626
+969
+7% +$21.5K 0.1% 168
2026
Q1 		$270K Buy
13,657
+30
+0.2% +$630 0.09% 180
2025
Q4 		$263K Buy
13,627
+259
+2% +$4.49K 0.09% 181
2025
Q3 		$224K Buy
13,368
+810
+6% +$13K 0.07% 204
2025
Q2 		$190K Sell
12,558
-58
-0.5% -$834 0.07% 210
2025
Q1 		$195K Buy
12,616
+141
+1% +$2.15K 0.08% 199
2024
Q4 		$181K Buy
12,475
+10
+0.1% +$137 0.07% 192
2024
Q3 		$157K Sell
12,465
-200
-2% -$2.64K 0.07% 193
2024
Q2 		$170K Buy
12,665
+435
+4% +$5.27K 0.08% 182
2024
Q1 		$144K Buy
+12,230
New +$131K 0.07% 183

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

Canopy Partners's SMFG Position: Q2 2026 in Review

Canopy Partners increased its Sumitomo Mitsui Financial (SMFG) stake by 7.1% in Q2 2026, buying an estimated $21.5K and bringing the position to 14,626 shares worth $345K. The position accounts for 0.1% of the portfolio, ranked #168.

Canopy Partners first reported a position in SMFG in Q1 2024 and has held it in 10 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Canopy Partners held 14,626 shares of Sumitomo Mitsui Financial worth $345K as of Q2 2026.
  • Canopy Partners bought 969 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $21.5K.
  • Sumitomo Mitsui Financial made up 0.1% of Canopy Partners's portfolio in Q2 2026, its #168 holding.
  • Canopy Partners first reported a position in Sumitomo Mitsui Financial in Q1 2024 and has held it in 10 quarters since.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Canopy Partners's 13F filing for Q2 2026, filed 22 Jul 2026.