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Cromwell Holdings’s Sumitomo Mitsui Financial SMFG Stock Holding History

Cromwell Holdings’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 		$330K Hold
13,841
– – 0.15% 116
2026
Q1 		$273K Hold
13,841
– – 0.15% 130
2025
Q4 		$268K Hold
13,841
– – 0.15% 133
2025
Q3 		$232K Hold
13,841
– – 0.12% 152
2025
Q2 		$209K Hold
13,841
– – 0.13% 159
2025
Q1 		$214K Hold
13,841
– – 0.14% 146
2024
Q4 		$201K Hold
13,841
– – 0.12% 160
2024
Q3 		$175K Hold
13,841
– – 0.11% 181
2024
Q2 		$186K Buy
+13,841
New +$168K 0.11% 164

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

Cromwell Holdings's SMFG Position: Q2 2026 in Review

Cromwell Holdings held its Sumitomo Mitsui Financial (SMFG) position steady in Q2 2026 at 13,841 shares worth $330K. The position accounts for 0.15% of the portfolio, ranked #116.

Cromwell Holdings first reported a position in SMFG in Q2 2024 and has held it in 9 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Cromwell Holdings held 13,841 shares of Sumitomo Mitsui Financial worth $330K as of Q2 2026.
  • Cromwell Holdings left its Sumitomo Mitsui Financial share count unchanged in Q2 2026.
  • Sumitomo Mitsui Financial made up 0.15% of Cromwell Holdings's portfolio in Q2 2026, its #116 holding.
  • Cromwell Holdings first reported a position in Sumitomo Mitsui Financial in Q2 2024 and has held it in 9 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.