D.J. St. Germain’s Sumitomo Mitsui Financial SMFG Stock Holding History

D.J. St. Germain’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	$2.15K	Hold	91	–	–	﹤0.01%	820
2026 Q1	$1.8K	Hold	91	–	–	﹤0.01%	819
2025 Q4	$1.76K	Hold	91	–	–	﹤0.01%	819
2025 Q3	$1.52K	Buy	+91	New	+$1.46K	﹤0.01%	812

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

D.J. St. Germain's SMFG Position: Q2 2026 in Review

D.J. St. Germain held its Sumitomo Mitsui Financial (SMFG) position steady in Q2 2026 at 91 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

D.J. St. Germain first reported a position in SMFG in Q3 2025 and has held it in 4 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

D.J. St. Germain held 91 shares of Sumitomo Mitsui Financial worth $2.15K as of Q2 2026.
D.J. St. Germain left its Sumitomo Mitsui Financial share count unchanged in Q2 2026.
Sumitomo Mitsui Financial made up ﹤0.01% of D.J. St. Germain's portfolio in Q2 2026, its #820 holding.
D.J. St. Germain first reported a position in Sumitomo Mitsui Financial in Q3 2025 and has held it in 4 quarters since.
460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.