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Factory Mutual Insurance’s Sumitomo Mitsui Financial SMFG Stock Holding History

Factory Mutual Insurance’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 		$5.43M Hold
230,432
– – 0.05% 168
2026
Q1 		$4.55M Buy
230,432
+41,440
+22% +$871K 0.05% 161
2025
Q4 		$3.65M Hold
188,992
– – 0.04% 171
2025
Q3 		$3.16M Buy
+188,992
New +$3.03M 0.03% 175

Other funds holding SMFG

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Factory Mutual Insurance's SMFG Position: Q2 2026 in Review

Factory Mutual Insurance held its Sumitomo Mitsui Financial (SMFG) position steady in Q2 2026 at 230,432 shares worth $5.43M. The position accounts for 0.05% of the portfolio, ranked #168.

Factory Mutual Insurance first reported a position in SMFG in Q3 2025 and has held it in 4 quarters since. 256 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Factory Mutual Insurance held 230,432 shares of Sumitomo Mitsui Financial worth $5.43M as of Q2 2026.
  • Factory Mutual Insurance left its Sumitomo Mitsui Financial share count unchanged in Q2 2026.
  • Sumitomo Mitsui Financial made up 0.05% of Factory Mutual Insurance's portfolio in Q2 2026, its #168 holding.
  • Factory Mutual Insurance first reported a position in Sumitomo Mitsui Financial in Q3 2025 and has held it in 4 quarters since.
  • 256 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Factory Mutual Insurance's 13F filing for Q2 2026, filed 21 Jul 2026.