Corient Private Wealth
SMFG icon

Corient Private Wealth’s Sumitomo Mitsui Financial SMFG Stock Holding History

Corient Private Wealth’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 		$2.24M Sell
95,045
-10,027
-10% -$223K ﹤0.01% 1328
2026
Q1 		$2.04M Buy
105,072
+9,506
+10% +$200K ﹤0.01% 1252
2025
Q4 		$1.85M Buy
95,566
+1,716
+2% +$29.7K ﹤0.01% 1198
2025
Q3 		$1.57M Buy
93,850
+3,223
+4% +$51.6K ﹤0.01% 1184
2025
Q2 		$1.37M Sell
90,627
-1,940
-2% -$27.9K ﹤0.01% 1213
2025
Q1 		$1.43M Buy
92,567
+2,386
+3% +$36.3K ﹤0.01% 1117
2024
Q4 		$1.31M Sell
90,181
-2,039
-2% -$28K ﹤0.01% 1190
2024
Q3 		$1.16M Buy
92,220
+2,199
+2% +$29K ﹤0.01% 1330
2024
Q2 		$1.21M Sell
90,021
-1,310
-1% -$15.9K ﹤0.01% 1253
2024
Q1 		$1.07M Sell
91,331
-344
-0.4% -$3.69K ﹤0.01% 1295
2023
Q4 		$887K Sell
91,675
-8,685
-9% -$84.2K ﹤0.01% 1328
2023
Q3 		$983K Buy
100,360
+490
+0.5% +$4.53K ﹤0.01% 1190
2023
Q2 		$852K Buy
99,870
+2,044
+2% +$16.9K ﹤0.01% 1214
2023
Q1 		$783K Buy
97,826
+43,730
+81% +$370K ﹤0.01% 1189
2022
Q4 		$434K Buy
+54,096
New +$345K ﹤0.01% 1193

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

Corient Private Wealth's SMFG Position: Q2 2026 in Review

Corient Private Wealth reduced its Sumitomo Mitsui Financial (SMFG) stake by 9.5% in Q2 2026, selling an estimated $223K and leaving 95,045 shares worth $2.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

Corient Private Wealth first reported a position in SMFG in Q4 2022 and has held it in 15 quarters since. 461 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Corient Private Wealth held 95,045 shares of Sumitomo Mitsui Financial worth $2.24M as of Q2 2026.
  • Corient Private Wealth sold 10,027 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $223K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1328 holding.
  • Corient Private Wealth first reported a position in Sumitomo Mitsui Financial in Q4 2022 and has held it in 15 quarters since.
  • 461 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.