Dorsey Wright & Associates’s Sumitomo Mitsui Financial SMFG Stock Holding History

Dorsey Wright & 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	$2.16M	Sell	91,502 -36,726	-29%	-$816K	0.37%	71
2026 Q1	$2.53M	Buy	128,228 +36,069	+39%	+$758K	0.31%	79
2025 Q4	$1.78M	Buy	92,159 +3,969	+5%	+$68.8K	0.39%	80
2025 Q3	$1.48M	Sell	88,190 -9,119	-9%	-$146K	0.33%	87
2025 Q2	$1.47M	Sell	97,309 -62,053	-39%	-$892K	0.35%	92
2025 Q1	$2.46M	Sell	159,362 -18,883	-11%	-$287K	0.63%	72
2024 Q4	$2.58M	Sell	178,245 -51,313	-22%	-$705K	0.62%	68
2024 Q3	$2.9M	Buy	229,558 +24,108	+12%	+$318K	0.69%	68
2024 Q2	$2.76M	Sell	205,450 -2,945	-1%	-$35.7K	0.72%	63
2024 Q1	$2.45M	Sell	208,395 -5,304	-2%	-$56.9K	0.64%	76
2023 Q4	$2.07M	Buy	+213,699	New	+$2.07M	0.63%	77

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

Dorsey Wright & Associates's SMFG Position: Q2 2026 in Review

Dorsey Wright & Associates reduced its Sumitomo Mitsui Financial (SMFG) stake by 29% in Q2 2026, selling an estimated $816K and leaving 91,502 shares worth $2.16M. The position accounts for 0.37% of the portfolio, ranked #71.

Dorsey Wright & Associates first reported a position in SMFG in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.9M in Q3 2024. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Dorsey Wright & Associates held 91,502 shares of Sumitomo Mitsui Financial worth $2.16M as of Q2 2026.
Dorsey Wright & Associates sold 36,726 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $816K.
Sumitomo Mitsui Financial made up 0.37% of Dorsey Wright & Associates's portfolio in Q2 2026, its #71 holding.
Dorsey Wright & Associates first reported a position in Sumitomo Mitsui Financial in Q4 2023 and has held it in 11 quarters since.
Dorsey Wright & Associates's Sumitomo Mitsui Financial position peaked at $2.9M in Q3 2024.
458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Dorsey Wright & Associates's 13F filing for Q2 2026, filed 6 Aug 2026.