Charles Schwab
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Charles Schwab’s Sumitomo Mitsui Financial SMFG Stock Holding History

Charles Schwab’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 		$29.3M Buy
1,244,470
+154,723
+14% +$3.44M ﹤0.01% 1584
2026
Q1 		$21.5M Buy
1,089,747
+203,616
+23% +$4.28M ﹤0.01% 1708
2025
Q4 		$17.1M Buy
886,131
+115,702
+15% +$2.01M ﹤0.01% 1848
2025
Q3 		$12.9M Buy
770,429
+139,119
+22% +$2.23M ﹤0.01% 1986
2025
Q2 		$9.54M Buy
631,310
+52,033
+9% +$748K ﹤0.01% 2043
2025
Q1 		$8.96M Buy
579,277
+96,494
+20% +$1.47M ﹤0.01% 2000
2024
Q4 		$7M Buy
482,783
+76,862
+19% +$1.06M ﹤0.01% 2175
2024
Q3 		$5.13M Buy
405,921
+45,761
+13% +$604K ﹤0.01% 2364
2024
Q2 		$4.83M Buy
360,160
+75,714
+27% +$917K ﹤0.01% 2371
2024
Q1 		$3.35M Buy
284,446
+96,206
+51% +$1.03M ﹤0.01% 2437
2023
Q4 		$1.82M Buy
188,240
+36,170
+24% +$351K ﹤0.01% 2648
2023
Q3 		$1.5M Buy
152,070
+65,263
+75% +$604K ﹤0.01% 2676
2023
Q2 		$747K Buy
86,807
+45,534
+110% +$376K ﹤0.01% 2876
2023
Q1 		$330K Buy
41,273
+17,222
+72% +$146K ﹤0.01% 3069
2022
Q4 		$193K Buy
+24,051
New +$153K ﹤0.01% 3191

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

Charles Schwab's SMFG Position: Q2 2026 in Review

Charles Schwab increased its Sumitomo Mitsui Financial (SMFG) stake by 14% in Q2 2026, buying an estimated $3.44M and bringing the position to 1,244,470 shares worth $29.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1584.

Charles Schwab first reported a position in SMFG in Q4 2022 and has held it in 15 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Charles Schwab held 1,244,470 shares of Sumitomo Mitsui Financial worth $29.3M as of Q2 2026.
  • Charles Schwab bought 154,723 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $3.44M.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Charles Schwab's portfolio in Q2 2026, its #1584 holding.
  • Charles Schwab first reported a position in Sumitomo Mitsui Financial in Q4 2022 and has held it in 15 quarters since.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.