Coastal Bridge Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Coastal Bridge 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	$269K	Hold	11,407	–	–	0.02%	407
2026 Q1	$225K	Sell	11,407 -2,600	-19%	-$54.6K	0.02%	409
2025 Q4	$271K	Sell	14,007 -293	-2%	-$5.08K	0.02%	385
2025 Q3	$239K	Sell	14,300 -500	-3%	-$8.01K	0.02%	401
2025 Q2	$224K	Buy	14,800 +500	+3%	+$7.19K	0.02%	400
2025 Q1	$221K	Buy	+14,300	New	+$218K	0.02%	385

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

Coastal Bridge Advisors's SMFG Position: Q2 2026 in Review

Coastal Bridge Advisors held its Sumitomo Mitsui Financial (SMFG) position steady in Q2 2026 at 11,407 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #407.

Coastal Bridge Advisors first reported a position in SMFG in Q1 2025 and has held it in 6 quarters since. The position peaked at $271K in Q4 2025. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Coastal Bridge Advisors held 11,407 shares of Sumitomo Mitsui Financial worth $269K as of Q2 2026.
Coastal Bridge Advisors left its Sumitomo Mitsui Financial share count unchanged in Q2 2026.
Sumitomo Mitsui Financial made up 0.02% of Coastal Bridge Advisors's portfolio in Q2 2026, its #407 holding.
Coastal Bridge Advisors first reported a position in Sumitomo Mitsui Financial in Q1 2025 and has held it in 6 quarters since.
Coastal Bridge Advisors's Sumitomo Mitsui Financial position peaked at $271K in Q4 2025.
458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.