Csenge Advisory Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

Csenge Advisory Group’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	$342K	Buy	14,522 +506	+4%	+$11.2K	0.01%	562
2026 Q1	$277K	Sell	14,016 -783	-5%	-$16.4K	0.01%	595
2025 Q4	$286K	Sell	14,799 -166	-1%	-$2.88K	0.01%	578
2025 Q3	$251K	Sell	14,965 -10,155	-40%	-$163K	0.01%	603
2025 Q2	$387K	Sell	25,120 -53	-0.2%	-$762	0.02%	486
2025 Q1	$341K	Buy	25,173 +903	+4%	+$13.7K	0.02%	496
2024 Q4	$352K	Buy	24,270 +4,685	+24%	+$64.4K	0.02%	516
2024 Q3	$257K	Buy	19,585 +1,788	+10%	+$23.6K	0.01%	607
2024 Q2	$239K	Buy	17,797 +596	+3%	+$7.22K	0.01%	581
2024 Q1	$202K	Buy	+17,201	New	+$185K	0.01%	673
2018 Q4	–	Sell	-174	Closed	-$1K	–	1278
2018 Q3	$1K	Buy	+174	New	+$1.38K	﹤0.01%	920

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

Csenge Advisory Group's SMFG Position: Q2 2026 in Review

Csenge Advisory Group increased its Sumitomo Mitsui Financial (SMFG) stake by 3.6% in Q2 2026, buying an estimated $11.2K and bringing the position to 14,522 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #562.

Csenge Advisory Group first reported a position in SMFG in Q3 2018 and has held it in 11 quarters since. The position peaked at $387K in Q2 2025. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Csenge Advisory Group held 14,522 shares of Sumitomo Mitsui Financial worth $342K as of Q2 2026.
Csenge Advisory Group bought 506 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $11.2K.
Sumitomo Mitsui Financial made up 0.01% of Csenge Advisory Group's portfolio in Q2 2026, its #562 holding.
Csenge Advisory Group first reported a position in Sumitomo Mitsui Financial in Q3 2018 and has held it in 11 quarters since.
Csenge Advisory Group's Sumitomo Mitsui Financial position peaked at $387K in Q2 2025.
460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.