Central Trust Company’s Sumitomo Mitsui Financial SMFG Stock Holding History

Central Trust Company’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	$2.97K	Buy	126 +53	+73%	+$1.18K	﹤0.01%	1374
2026 Q1	$1.44K	Sell	73 -10	-12%	-$210	﹤0.01%	1389
2025 Q4	$1.61K	Buy	83 +10	+14%	+$173	﹤0.01%	1344
2025 Q3	$1.22K	Buy	+73	New	+$1.17K	﹤0.01%	1317
2025 Q2	–	Sell	-86	Closed	-$1.33K	–	1483
2025 Q1	$1.33K	Hold	86	–	–	﹤0.01%	1355
2024 Q4	$1.25K	Hold	86	–	–	﹤0.01%	1363
2024 Q3	$1.09K	Buy	+86	New	+$1.14K	﹤0.01%	1310
2022 Q4	–	Sell	-155	Closed	-$1K	–	1324
2022 Q3	$1K	Buy	+155	New	+$935	﹤0.01%	1276
2017 Q3	–	Sell	-409	Closed	-$3K	–	1349
2017 Q2	$3K	Buy	+409	New	+$3.04K	﹤0.01%	1134
2014 Q4	–	Sell	-4,642	Closed	-$38K	–	1224
2014 Q3	$38K	Sell	4,642 -5	-0.1%	-$41	﹤0.01%	714
2014 Q2	$39K	Sell	4,647 -2,106	-31%	-$17.3K	﹤0.01%	722
2014 Q1	$58K	Buy	6,753 +2,558	+61%	+$23.9K	﹤0.01%	638
2013 Q4	$44K	Hold	4,195	–	–	﹤0.01%	699
2013 Q3	$41K	Buy	4,195 +777	+23%	+$7.38K	﹤0.01%	696
2013 Q2	$32K	Buy	+3,418	New	+$30.5K	﹤0.01%	704

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Central Trust Company's SMFG Position: Q2 2026 in Review

Central Trust Company increased its Sumitomo Mitsui Financial (SMFG) stake by 73% in Q2 2026, buying an estimated $1.18K and bringing the position to 126 shares worth $2.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1374.

Central Trust Company first reported a position in SMFG in Q2 2013 and has held it in 15 quarters since. The position peaked at $58K in Q1 2014. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Central Trust Company held 126 shares of Sumitomo Mitsui Financial worth $2.97K as of Q2 2026.
Central Trust Company bought 53 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $1.18K.
Sumitomo Mitsui Financial made up ﹤0.01% of Central Trust Company's portfolio in Q2 2026, its #1374 holding.
Central Trust Company first reported a position in Sumitomo Mitsui Financial in Q2 2013 and has held it in 15 quarters since.
Central Trust Company's Sumitomo Mitsui Financial position peaked at $58K in Q1 2014.
460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Central Trust Company's 13F filing for Q2 2026, filed 31 Jul 2026.