Choate Investment Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Choate Investment 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	$345K	Hold	14,642	–	–	0.01%	379
2026 Q1	$289K	Buy	14,642 +580	+4%	+$12.2K	0.01%	383
2025 Q4	$272K	Hold	14,062	–	–	0.01%	386
2025 Q3	$235K	Hold	14,062	–	–	﹤0.01%	378
2025 Q2	$212K	Sell	14,062 -610	-4%	-$8.77K	﹤0.01%	391
2025 Q1	$227K	Buy	14,672 +3,875	+36%	+$58.9K	0.01%	368
2024 Q4	$156K	Buy	+10,797	New	+$148K	﹤0.01%	393
2014 Q4	–	Sell	-12,770	Closed	-$105K	–	285
2014 Q3	$105K	Hold	12,770	–	–	0.01%	254
2014 Q2	$108K	Hold	12,770	–	–	0.01%	264
2014 Q1	$110K	Hold	12,770	–	–	0.01%	266
2013 Q4	$134K	Hold	12,770	–	–	0.01%	262
2013 Q3	$124K	Hold	12,770	–	–	0.01%	248
2013 Q2	$118K	Buy	+12,770	New	+$114K	0.01%	250

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

Choate Investment Advisors's SMFG Position: Q2 2026 in Review

Choate Investment Advisors held its Sumitomo Mitsui Financial (SMFG) position steady in Q2 2026 at 14,642 shares worth $345K. The position accounts for 0.01% of the portfolio, ranked #379.

Choate Investment Advisors first reported a position in SMFG in Q2 2013 and has held it in 13 quarters since. 461 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Choate Investment Advisors held 14,642 shares of Sumitomo Mitsui Financial worth $345K as of Q2 2026.
Choate Investment Advisors left its Sumitomo Mitsui Financial share count unchanged in Q2 2026.
Sumitomo Mitsui Financial made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #379 holding.
Choate Investment Advisors first reported a position in Sumitomo Mitsui Financial in Q2 2013 and has held it in 13 quarters since.
461 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.