Cresset Asset Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Cresset Asset 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	$328K	Sell	13,764 -2,869	-17%	-$63.7K	﹤0.01%	1346
2026 Q1	$329K	Buy	+16,633	New	+$349K	﹤0.01%	1232
2025 Q4	–	Sell	-10,079	Closed	-$172K	–	1697
2025 Q3	$172K	Buy	+10,079	New	+$161K	﹤0.01%	1448
2025 Q2	–	Sell	-15,348	Closed	-$240K	–	1742
2025 Q1	$240K	Sell	15,348 -1,106	-7%	-$16.8K	﹤0.01%	1441
2024 Q4	$238K	Sell	16,454 -165,492	-91%	-$2.27M	﹤0.01%	1480
2024 Q3	$2.3M	Sell	181,946 -900	-0.5%	-$11.9K	0.01%	742
2024 Q2	$2.46M	Buy	182,846 +33,591	+23%	+$407K	0.01%	637
2024 Q1	$1.76M	Buy	149,255 +25,616	+21%	+$275K	0.01%	711
2023 Q4	$1.2M	Buy	123,639 +2,418	+2%	+$23.4K	0.01%	822
2023 Q3	$1.19M	Buy	121,221 +22,795	+23%	+$211K	﹤0.01%	764
2023 Q2	$859K	Buy	+98,426	New	+$813K	﹤0.01%	1017
2022 Q4	–	Sell	-13,480	Closed	-$74K	–	864
2022 Q3	$74K	Buy	13,480 +817	+6%	+$4.93K	﹤0.01%	846
2022 Q2	$77K	Sell	12,663 -13,435	-51%	-$81.2K	﹤0.01%	891
2022 Q1	$164K	Buy	26,098 +2,312	+10%	+$16.5K	﹤0.01%	922
2021 Q4	$161K	Sell	23,786 -69,768	-75%	-$473K	﹤0.01%	1067
2021 Q3	$656K	Buy	93,554 +8,189	+10%	+$57K	0.01%	527
2021 Q2	$603K	Sell	85,365 -5,960	-7%	-$42.7K	0.01%	501
2021 Q1	$662K	Buy	91,325 +8,797	+11%	+$61.3K	0.01%	397
2020 Q4	$509K	Buy	82,528 +1,758	+2%	+$10.3K	0.01%	390
2020 Q3	$452K	Buy	80,770 +10,271	+15%	+$58.9K	0.01%	396
2020 Q2	$419K	Sell	70,499 -42,575	-38%	-$230K	0.01%	374
2020 Q1	$542K	Buy	113,074 +70,742	+167%	+$456K	0.02%	268
2019 Q4	$314K	Sell	42,332 -7,080	-14%	-$50.9K	0.01%	412
2019 Q3	$338K	Buy	49,412 +24,006	+94%	+$164K	0.01%	349
2019 Q2	$183K	Buy	25,406 +6,890	+37%	+$48.8K	0.01%	453
2019 Q1	$130K	Buy	18,516 +14,699	+385%	+$105K	0.01%	485
2018 Q4	$25K	Buy	+3,817	New	+$28.5K	﹤0.01%	665

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

Cresset Asset Management's SMFG Position: Q2 2026 in Review

Cresset Asset Management reduced its Sumitomo Mitsui Financial (SMFG) stake by 17% in Q2 2026, selling an estimated $63.7K and leaving 13,764 shares worth $328K. The position accounts for ﹤0.01% of the portfolio, ranked #1346.

Cresset Asset Management first reported a position in SMFG in Q4 2018 and has held it in 27 quarters since. The position peaked at $2.46M in Q2 2024. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Cresset Asset Management held 13,764 shares of Sumitomo Mitsui Financial worth $328K as of Q2 2026.
Cresset Asset Management sold 2,869 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $63.7K.
Sumitomo Mitsui Financial made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1346 holding.
Cresset Asset Management first reported a position in Sumitomo Mitsui Financial in Q4 2018 and has held it in 27 quarters since.
Cresset Asset Management's Sumitomo Mitsui Financial position peaked at $2.46M in Q2 2024.
458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

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