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Channing Global Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Channing Global 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 		$602K Buy
25,513
+8,850
+53% +$197K 0.31% 34
2026
Q1 		$329K Sell
16,663
-4,211
-20% -$88.5K 0.19% 36
2025
Q4 		$403K Buy
20,874
+4,335
+26% +$75.1K 0.26% 34
2025
Q3 		$277K Buy
16,539
+2,345
+17% +$37.6K 0.19% 32
2025
Q2 		$214K Sell
14,194
-472
-3% -$6.79K 0.14% 37
2025
Q1 		$227K Buy
14,666
+1,548
+12% +$23.5K 0.15% 35
2024
Q4 		$190K Buy
13,118
+223
+2% +$3.06K 0.13% 39
2024
Q3 		$163K Sell
12,895
-20,051
-61% -$265K 0.14% 39
2024
Q2 		$442K Sell
32,946
-18
-0.1% -$218 0.37% 39
2024
Q1 		$388K Sell
32,964
-520
-2% -$5.58K 0.33% 38
2023
Q4 		$324K Sell
33,484
-4,566
-12% -$44.3K 0.25% 39
2023
Q3 		$375K Buy
38,050
+4,774
+14% +$44.2K 0.37% 41
2023
Q2 		$286K Buy
33,276
+1,831
+6% +$15.1K 0.29% 42
2023
Q1 		$252K Buy
31,445
+20,025
+175% +$169K 0.28% 40
2022
Q4 		$91.6K Buy
+11,420
New +$72.7K 0.11% 40

Other funds holding SMFG

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Channing Global Advisors's SMFG Position: Q2 2026 in Review

Channing Global Advisors increased its Sumitomo Mitsui Financial (SMFG) stake by 53% in Q2 2026, buying an estimated $197K and bringing the position to 25,513 shares worth $602K. The position accounts for 0.31% of the portfolio, ranked #34.

Channing Global Advisors first reported a position in SMFG in Q4 2022 and has held it in 15 quarters since. 159 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Channing Global Advisors held 25,513 shares of Sumitomo Mitsui Financial worth $602K as of Q2 2026.
  • Channing Global Advisors bought 8,850 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $197K.
  • Sumitomo Mitsui Financial made up 0.31% of Channing Global Advisors's portfolio in Q2 2026, its #34 holding.
  • Channing Global Advisors first reported a position in Sumitomo Mitsui Financial in Q4 2022 and has held it in 15 quarters since.
  • 159 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Channing Global Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.