FLPIM
SMFG icon

F.L. Putnam Investment Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

F.L. Putnam Investment Management’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 		$820K Buy
34,759
+1,084
+3% +$24.1K 0.01% 401
2026
Q1 		$665K Buy
33,675
+3,708
+12% +$77.9K 0.01% 377
2025
Q4 		$579K Buy
29,967
+19,790
+194% +$343K 0.01% 396
2025
Q3 		$170K Sell
10,177
-1,539
-13% -$24.7K ﹤0.01% 568
2025
Q2 		$177K Buy
11,716
+921
+9% +$13.2K ﹤0.01% 567
2025
Q1 		$167K Sell
10,795
-207
-2% -$3.15K ﹤0.01% 553
2024
Q4 		$159K Buy
11,002
+281
+3% +$3.86K ﹤0.01% 555
2024
Q3 		$135K Sell
10,721
-665
-6% -$8.78K ﹤0.01% 559
2024
Q2 		$153K Buy
11,386
+96
+0.9% +$1.16K ﹤0.01% 545
2024
Q1 		$133K Buy
11,290
+115
+1% +$1.23K ﹤0.01% 477
2023
Q4 		$108K Buy
+11,175
New +$108K ﹤0.01% 473
2018
Q2 		– Sell
-14,745
Closed -$125K – 241
2018
Q1 		$125K Buy
+14,745
New +$132K 0.01% 233

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

F.L. Putnam Investment Management's SMFG Position: Q2 2026 in Review

F.L. Putnam Investment Management increased its Sumitomo Mitsui Financial (SMFG) stake by 3.2% in Q2 2026, buying an estimated $24.1K and bringing the position to 34,759 shares worth $820K. The position accounts for 0.01% of the portfolio, ranked #401.

F.L. Putnam Investment Management first reported a position in SMFG in Q1 2018 and has held it in 12 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • F.L. Putnam Investment Management held 34,759 shares of Sumitomo Mitsui Financial worth $820K as of Q2 2026.
  • F.L. Putnam Investment Management bought 1,084 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $24.1K.
  • Sumitomo Mitsui Financial made up 0.01% of F.L. Putnam Investment Management's portfolio in Q2 2026, its #401 holding.
  • F.L. Putnam Investment Management first reported a position in Sumitomo Mitsui Financial in Q1 2018 and has held it in 12 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on F.L. Putnam Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.