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Capital Performance Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Capital Performance Advisors’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 		$210K Sell
8,907
-5,753
-39% -$128K 0.01% 291
2026
Q1 		$290K Buy
14,660
+441
+3% +$9.26K 0.02% 336
2025
Q4 		$275K Sell
14,219
-337
-2% -$5.84K 0.02% 329
2025
Q3 		$244K Buy
14,556
+1,065
+8% +$17.1K 0.04% 270
2025
Q2 		$204K Buy
13,491
+3,337
+33% +$48K 0.04% 247
2025
Q1 		$157K Buy
+10,154
New +$154K 0.03% 249

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

Capital Performance Advisors's SMFG Position: Q2 2026 in Review

Capital Performance Advisors reduced its Sumitomo Mitsui Financial (SMFG) stake by 39% in Q2 2026, selling an estimated $128K and leaving 8,907 shares worth $210K. The position accounts for 0.01% of the portfolio, ranked #291.

Capital Performance Advisors first reported a position in SMFG in Q1 2025 and has held it in 6 quarters since. The position peaked at $290K in Q1 2026. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Capital Performance Advisors held 8,907 shares of Sumitomo Mitsui Financial worth $210K as of Q2 2026.
  • Capital Performance Advisors sold 5,753 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $128K.
  • Sumitomo Mitsui Financial made up 0.01% of Capital Performance Advisors's portfolio in Q2 2026, its #291 holding.
  • Capital Performance Advisors first reported a position in Sumitomo Mitsui Financial in Q1 2025 and has held it in 6 quarters since.
  • Capital Performance Advisors's Sumitomo Mitsui Financial position peaked at $290K in Q1 2026.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.