Coldstream Capital Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Coldstream Capital Management’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	$871K	Sell	36,691 -18,430	-33%	-$409K	0.01%	528
2026 Q1	$1.09M	Buy	55,121 +4,984	+10%	+$105K	0.01%	451
2025 Q4	$969K	Sell	50,137 -37,827	-43%	-$656K	0.01%	464
2025 Q3	$1.47M	Buy	87,964 +34,707	+65%	+$556K	0.02%	372
2025 Q2	$813K	Buy	53,257 +32,373	+155%	+$466K	0.01%	480
2025 Q1	$323K	Buy	20,884 +588	+3%	+$8.94K	0.01%	782
2024 Q4	$294K	Buy	20,296 +5,371	+36%	+$73.8K	0.01%	836
2024 Q3	$189K	Buy	+14,925	New	+$197K	﹤0.01%	1042

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

Coldstream Capital Management's SMFG Position: Q2 2026 in Review

Coldstream Capital Management reduced its Sumitomo Mitsui Financial (SMFG) stake by 33% in Q2 2026, selling an estimated $409K and leaving 36,691 shares worth $871K. The position accounts for 0.01% of the portfolio, ranked #528.

Coldstream Capital Management first reported a position in SMFG in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.47M in Q3 2025. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Coldstream Capital Management held 36,691 shares of Sumitomo Mitsui Financial worth $871K as of Q2 2026.
Coldstream Capital Management sold 18,430 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $409K.
Sumitomo Mitsui Financial made up 0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #528 holding.
Coldstream Capital Management first reported a position in Sumitomo Mitsui Financial in Q3 2024 and has held it in 8 quarters since.
Coldstream Capital Management's Sumitomo Mitsui Financial position peaked at $1.47M in Q3 2025.
460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.