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Choreo LLC’s Sumitomo Mitsui Financial SMFG Stock Holding History

Choreo LLC’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 		$1.92M Buy
81,395
+4,285
+6% +$95.2K 0.02% 421
2026
Q1 		$1.52M Buy
77,110
+6,455
+9% +$136K 0.02% 478
2025
Q4 		$1.37M Buy
70,655
+10,558
+18% +$183K 0.02% 484
2025
Q3 		$1.01M Buy
60,097
+6,282
+12% +$101K 0.01% 599
2025
Q2 		$813K Buy
53,815
+2,374
+5% +$34.1K 0.01% 662
2025
Q1 		$795K Sell
51,441
-4,565
-8% -$69.4K 0.01% 638
2024
Q4 		$815K Buy
56,006
+2,539
+5% +$34.9K 0.01% 659
2024
Q3 		$679K Buy
53,467
+10,751
+25% +$142K 0.01% 754
2024
Q2 		$574K Buy
+42,716
New +$517K 0.01% 755

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

Choreo LLC's SMFG Position: Q2 2026 in Review

Choreo LLC increased its Sumitomo Mitsui Financial (SMFG) stake by 5.6% in Q2 2026, buying an estimated $95.2K and bringing the position to 81,395 shares worth $1.92M. The position accounts for 0.02% of the portfolio, ranked #421.

Choreo LLC first reported a position in SMFG in Q2 2024 and has held it in 9 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Choreo LLC held 81,395 shares of Sumitomo Mitsui Financial worth $1.92M as of Q2 2026.
  • Choreo LLC bought 4,285 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $95.2K.
  • Sumitomo Mitsui Financial made up 0.02% of Choreo LLC's portfolio in Q2 2026, its #421 holding.
  • Choreo LLC first reported a position in Sumitomo Mitsui Financial in Q2 2024 and has held it in 9 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.