CoreCap Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

CoreCap 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	$2.76K	Buy	+117	New	+$2.6K	﹤0.01%	2454
2024 Q2	–	Sell	-430	Closed	-$5.06K	–	2434
2024 Q1	$5.06K	Buy	+430	New	+$4.61K	﹤0.01%	1916
2022 Q4	$3.45K	Buy	+430	New	+$2.74K	﹤0.01%	1837
2022 Q3	–	Sell	-430	Closed	-$3K	–	1833
2022 Q2	$3K	Buy	+430	New	+$2.6K	﹤0.01%	1811
2022 Q1	–	Sell	-479	Closed	-$3K	–	1835
2021 Q4	$3K	Buy	+479	New	+$3.24K	﹤0.01%	1895

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

CoreCap Advisors's SMFG Position: Q2 2026 in Review

CoreCap Advisors opened a new position in Sumitomo Mitsui Financial (SMFG) in Q2 2026: 117 shares worth $2.76K. The stake represents ﹤0.01% of the portfolio and ranks #2454 among its holdings. This is a return to the name: CoreCap Advisors previously reported a position in SMFG as recently as Q1 2024.

CoreCap Advisors first reported a position in SMFG in Q4 2021 and has held it in 5 quarters since. The position peaked at $5.06K in Q1 2024. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

CoreCap Advisors held 117 shares of Sumitomo Mitsui Financial worth $2.76K as of Q2 2026.
Sumitomo Mitsui Financial was a new CoreCap Advisors position in Q2 2026.
Sumitomo Mitsui Financial made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #2454 holding.
CoreCap Advisors first reported a position in Sumitomo Mitsui Financial in Q4 2021 and has held it in 5 quarters since.
CoreCap Advisors's Sumitomo Mitsui Financial position peaked at $5.06K in Q1 2024.
460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.