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Clean Yield Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

Clean Yield Group’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 		$5.89K Hold
250
– – ﹤0.01% 342
2026
Q1 		$4.94K Hold
250
– – ﹤0.01% 337
2025
Q4 		$4.83K Hold
250
– – ﹤0.01% 350
2025
Q3 		$4.18K Hold
250
– – ﹤0.01% 360
2025
Q2 		$3.78K Hold
250
– – ﹤0.01% 345
2025
Q1 		$3.87K Hold
250
– – ﹤0.01% 360
2024
Q4 		$3.62K Hold
250
– – ﹤0.01% 373
2024
Q3 		$3.16K Buy
+250
New +$3.3K ﹤0.01% 388

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

Clean Yield Group's SMFG Position: Q2 2026 in Review

Clean Yield Group held its Sumitomo Mitsui Financial (SMFG) position steady in Q2 2026 at 250 shares worth $5.89K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Clean Yield Group first reported a position in SMFG in Q3 2024 and has held it in 8 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Clean Yield Group held 250 shares of Sumitomo Mitsui Financial worth $5.89K as of Q2 2026.
  • Clean Yield Group left its Sumitomo Mitsui Financial share count unchanged in Q2 2026.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Clean Yield Group's portfolio in Q2 2026, its #342 holding.
  • Clean Yield Group first reported a position in Sumitomo Mitsui Financial in Q3 2024 and has held it in 8 quarters since.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.