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Cape Investment Advisory’s Sumitomo Mitsui Financial SMFG Stock Holding History

Cape Investment Advisory’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 		$90.1K Buy
+3,819
New +$84.8K 0.02% 364
2026
Q1 		– Sell
-3,120
Closed -$60.3K – 1039
2025
Q4 		$60.3K Buy
3,120
+1,740
+126% +$30.2K 0.02% 379
2025
Q3 		$23.1K Sell
1,380
-1,478
-52% -$23.7K 0.02% 305
2025
Q2 		$43.2K Buy
2,858
+2,087
+271% +$30K 0.02% 392
2025
Q1 		$11.9K Sell
771
-219
-22% -$3.33K ﹤0.01% 571
2024
Q4 		$14.3K Hold
990
– – 0.01% 527
2024
Q3 		$12.5K Hold
990
– – 0.01% 529
2024
Q2 		$13.3K Hold
990
– – 0.01% 478
2024
Q1 		$11.7K Buy
990
+306
+45% +$3.28K 0.01% 522
2023
Q4 		$6.62K Hold
684
– – ﹤0.01% 735
2023
Q3 		$6.74K Hold
684
– – ﹤0.01% 623
2023
Q2 		$5.88K Buy
684
+172
+34% +$1.42K ﹤0.01% 632
2023
Q1 		$4.1K Buy
+512
New +$4.33K ﹤0.01% 716

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

Cape Investment Advisory's SMFG Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Sumitomo Mitsui Financial (SMFG) in Q2 2026: 3,819 shares worth $90.1K. The stake represents 0.02% of the portfolio and ranks #364 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in SMFG as recently as Q4 2025.

Cape Investment Advisory first reported a position in SMFG in Q1 2023 and has held it in 13 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Cape Investment Advisory held 3,819 shares of Sumitomo Mitsui Financial worth $90.1K as of Q2 2026.
  • Sumitomo Mitsui Financial was a new Cape Investment Advisory position in Q2 2026.
  • Sumitomo Mitsui Financial made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #364 holding.
  • Cape Investment Advisory first reported a position in Sumitomo Mitsui Financial in Q1 2023 and has held it in 13 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.