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Eagle Global Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Eagle Global Advisors’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 		$7.55M Buy
320,000
+26,000
+9% +$577K 0.25% 78
2026
Q1 		$5.81M Sell
294,000
-5,000
-2% -$105K 0.21% 87
2025
Q4 		$5.78M Sell
299,000
-6,000
-2% -$104K 0.21% 87
2025
Q3 		$5.11M Sell
305,000
-6,000
-2% -$96.1K 0.2% 89
2025
Q2 		$4.7M Hold
311,000
– – 0.19% 90
2025
Q1 		$4.81M Sell
311,000
-25,000
-7% -$380K 0.2% 83
2024
Q4 		$4.87M Hold
336,000
– – 0.2% 85
2024
Q3 		$4.24M Buy
336,000
+54,000
+19% +$713K 0.21% 83
2024
Q2 		$3.78M Buy
282,000
+12,000
+4% +$145K 0.2% 86
2024
Q1 		$3.18M Buy
270,000
+60,000
+29% +$644K 0.18% 90
2023
Q4 		$2.03M Buy
210,000
+6,000
+3% +$58.2K 0.12% 121
2023
Q3 		$2.01M Hold
204,000
– – 0.13% 110
2023
Q2 		$1.75M Buy
+204,000
New +$1.69M 0.12% 120
2016
Q1 		– Sell
-201,326
Closed -$1.53M – 394
2015
Q4 		$1.53M Buy
+201,326
New +$1.58M 0.05% 140
2015
Q1 		– Sell
-121,050
Closed -$881K – 382
2014
Q4 		$881K Sell
121,050
-718,597
-86% -$5.45M 0.02% 173
2014
Q3 		$6.88M Sell
839,647
-2,511
-0.3% -$20.6K 0.17% 90
2014
Q2 		$7.13M Sell
842,158
-8,825
-1% -$72.7K 0.18% 85
2014
Q1 		$7.36M Sell
850,983
-55,067
-6% -$515K 0.23% 78
2013
Q4 		$9.5M Buy
906,050
+2,047
+0.2% +$20.4K 0.3% 60
2013
Q3 		$8.8M Sell
904,003
-16,207
-2% -$154K 0.31% 56
2013
Q2 		$8.48M Buy
+920,210
New +$8.22M 0.32% 53

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

Eagle Global Advisors's SMFG Position: Q2 2026 in Review

Eagle Global Advisors increased its Sumitomo Mitsui Financial (SMFG) stake by 8.8% in Q2 2026, buying an estimated $577K and bringing the position to 320,000 shares worth $7.55M. The position accounts for 0.25% of the portfolio, ranked #78.

Eagle Global Advisors first reported a position in SMFG in Q2 2013 and has held it in 21 quarters since. The position peaked at $9.5M in Q4 2013. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Eagle Global Advisors held 320,000 shares of Sumitomo Mitsui Financial worth $7.55M as of Q2 2026.
  • Eagle Global Advisors bought 26,000 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $577K.
  • Sumitomo Mitsui Financial made up 0.25% of Eagle Global Advisors's portfolio in Q2 2026, its #78 holding.
  • Eagle Global Advisors first reported a position in Sumitomo Mitsui Financial in Q2 2013 and has held it in 21 quarters since.
  • Eagle Global Advisors's Sumitomo Mitsui Financial position peaked at $9.5M in Q4 2013.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Eagle Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.