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D'Orazio & Associates’s Sumitomo Mitsui Financial SMFG Stock Holding History

D'Orazio & Associates’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 		– Sell
-10,340
Closed -$204K – 340
2026
Q1 		$204K Hold
10,340
– – 0.03% 279
2025
Q4 		$200K Buy
10,340
+16
+0.2% +$277 0.03% 271
2025
Q3 		$173K Sell
10,324
-147
-1% -$2.35K 0.02% 264
2025
Q2 		$158K Sell
10,471
-634
-6% -$9.12K 0.02% 265
2025
Q1 		$172K Buy
11,105
+867
+8% +$13.2K 0.03% 241
2024
Q4 		$148K Buy
10,238
+94
+0.9% +$1.29K 0.02% 232
2024
Q3 		$128K Sell
10,144
-381
-4% -$5.03K 0.02% 234
2024
Q2 		$141K Buy
10,525
+459
+5% +$5.56K 0.02% 200
2024
Q1 		$118K Sell
10,066
-106
-1% -$1.14K 0.02% 189
2023
Q4 		$98.5K Buy
+10,172
New +$98.6K 0.02% 174
2021
Q4 		– Sell
-4,015
Closed -$28K – 607
2021
Q3 		$28K Buy
+4,015
New +$27.9K 0.01% 310

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

D'Orazio & Associates's SMFG Position: Q2 2026 in Review

D'Orazio & Associates sold out of Sumitomo Mitsui Financial (SMFG) in Q2 2026, closing a stake of 10,340 shares — an estimated $204K sold.

D'Orazio & Associates first reported a position in SMFG in Q3 2021 and held it in 11 quarters. The position peaked at $204K in Q1 2026. 461 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • D'Orazio & Associates reported no remaining Sumitomo Mitsui Financial position as of Q2 2026 after selling out during the quarter.
  • D'Orazio & Associates sold 10,340 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $204K.
  • D'Orazio & Associates first reported a position in Sumitomo Mitsui Financial in Q3 2021 and held it in 11 quarters.
  • D'Orazio & Associates's Sumitomo Mitsui Financial position peaked at $204K in Q1 2026.
  • 461 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on D'Orazio & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.