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Capital Wealth Planning’s Sumitomo Mitsui Financial SMFG Stock Holding History

Capital Wealth Planning’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 		$39.1M Buy
1,659,962
+354,207
+27% +$7.87M 0.2% 46
2026
Q1 		$25.8M Buy
1,305,755
+222,610
+21% +$4.68M 0.14% 46
2025
Q4 		$21.1M Buy
1,083,145
+296,280
+38% +$5.14M 0.14% 38
2025
Q3 		$13.2M Buy
786,865
+189,290
+32% +$3.03M 0.09% 41
2025
Q2 		$9.03M Buy
597,575
+325,767
+120% +$4.68M 0.07% 42
2025
Q1 		$4.2M Buy
271,808
+118,336
+77% +$1.8M 0.04% 56
2024
Q4 		$2.22M Buy
153,472
+40,131
+35% +$551K 0.02% 66
2024
Q3 		$1.43M Sell
113,341
-207,126
-65% -$2.74M 0.01% 84
2024
Q2 		$4.3M Buy
320,467
+84,901
+36% +$1.03M 0.05% 40
2024
Q1 		$2.77M Buy
235,566
+118,235
+101% +$1.27M 0.03% 52
2023
Q4 		$1.14M Buy
+117,331
New +$1.14M 0.01% 77

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 Wealth Planning's SMFG Position: Q2 2026 in Review

Capital Wealth Planning increased its Sumitomo Mitsui Financial (SMFG) stake by 27% in Q2 2026, buying an estimated $7.87M and bringing the position to 1,659,962 shares worth $39.1M. The position accounts for 0.2% of the portfolio, ranked #46.

Capital Wealth Planning first reported a position in SMFG in Q4 2023 and has held it in 11 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Capital Wealth Planning held 1,659,962 shares of Sumitomo Mitsui Financial worth $39.1M as of Q2 2026.
  • Capital Wealth Planning bought 354,207 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $7.87M.
  • Sumitomo Mitsui Financial made up 0.2% of Capital Wealth Planning's portfolio in Q2 2026, its #46 holding.
  • Capital Wealth Planning first reported a position in Sumitomo Mitsui Financial in Q4 2023 and has held it in 11 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

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