Ferguson Wellman Capital Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Ferguson Wellman Capital 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	$40.3M	Sell	1,709,700 -1,755	-0.1%	-$39K	0.49%	49
2026 Q1	$33.8M	Buy	+1,711,455	New	+$36M	0.46%	49
2021 Q1	–	Sell	-40,232	Closed	-$248K	–	386
2020 Q4	$248K	Sell	40,232 -958,310	-96%	-$5.62M	0.01%	335
2020 Q3	$5.58M	Buy	998,542 +52,976	+6%	+$304K	0.15%	116
2020 Q2	$5.31M	Buy	945,566 +39,438	+4%	+$213K	0.16%	112
2020 Q1	$4.34M	Buy	906,128 +74,547	+9%	+$480K	0.16%	115
2019 Q4	$6.16M	Buy	831,581 +44,164	+6%	+$318K	0.18%	113
2019 Q3	$5.39M	Buy	787,417 +21,292	+3%	+$145K	0.17%	110
2019 Q2	$5.41M	Buy	766,125 +58,468	+8%	+$414K	0.18%	107
2019 Q1	$4.97M	Buy	707,657 +93,130	+15%	+$666K	0.17%	111
2018 Q4	$4M	Sell	614,527 -230,010	-27%	-$1.72M	0.15%	125
2018 Q3	$6.78M	Buy	844,537 +48,287	+6%	+$382K	0.22%	107
2018 Q2	$6.19M	Sell	796,250 -11,470	-1%	-$95.3K	0.22%	111
2018 Q1	$6.87M	Buy	807,720 +772,071	+2,166%	+$6.9M	0.24%	111
2017 Q4	$310K	Hold	35,649	–	–	0.01%	292
2017 Q3	$275K	Hold	35,649	–	–	0.01%	290
2017 Q2	$280K	Sell	35,649 -2,090	-6%	-$15.5K	0.01%	290
2017 Q1	$274K	Sell	37,739 -1,500	-4%	-$11.7K	0.01%	289
2016 Q4	$300K	Hold	39,239	–	–	0.01%	281
2016 Q3	$265K	Sell	39,239 -1,313	-3%	-$8.52K	0.01%	275
2016 Q2	$232K	Hold	40,552	–	–	0.01%	289
2016 Q1	$244K	Sell	40,552 -605	-1%	-$3.77K	0.01%	280
2015 Q4	$312K	Sell	41,157 -3,150	-7%	-$24.8K	0.01%	269
2015 Q3	$338K	Sell	44,307 -1,240	-3%	-$10.4K	0.02%	261
2015 Q2	$405K	Hold	45,547	–	–	0.02%	253
2015 Q1	$353K	Sell	45,547 -14,495	-24%	-$108K	0.01%	265
2014 Q4	$437K	Sell	60,042 -9,800	-14%	-$74.4K	0.02%	252
2014 Q3	$573K	Sell	69,842 -13,140	-16%	-$108K	0.02%	218
2014 Q2	$703K	Sell	82,982 -26,198	-24%	-$216K	0.03%	208
2014 Q1	$944K	Sell	109,180 -745,107	-87%	-$6.97M	0.04%	195
2013 Q4	$8.96M	Buy	854,287 +14,205	+2%	+$141K	0.4%	73
2013 Q3	$8.17M	Buy	+840,082	New	+$7.97M	0.41%	73

Other funds holding SMFG

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

Ferguson Wellman Capital Management's SMFG Position: Q2 2026 in Review

Ferguson Wellman Capital Management reduced its Sumitomo Mitsui Financial (SMFG) stake by 0.1% in Q2 2026, selling an estimated $39K and leaving 1,709,700 shares worth $40.3M. The position accounts for 0.49% of the portfolio, ranked #49.

Ferguson Wellman Capital Management first reported a position in SMFG in Q3 2013 and has held it in 32 quarters since. 141 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Ferguson Wellman Capital Management held 1,709,700 shares of Sumitomo Mitsui Financial worth $40.3M as of Q2 2026.
Ferguson Wellman Capital Management sold 1,755 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $39K.
Sumitomo Mitsui Financial made up 0.49% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #49 holding.
Ferguson Wellman Capital Management first reported a position in Sumitomo Mitsui Financial in Q3 2013 and has held it in 32 quarters since.
141 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.