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Fiduciary Financial Group’s Sumitomo Mitsui Financial SMFG Stock Holding History

Fiduciary Financial Group’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 		$202K Buy
+8,577
New +$190K 0.02% 364

Other funds holding SMFG

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
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
EI
Ethic Inc New York $8.02B AUM 45.39% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $3.02B AUM 34.37% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Fiduciary Financial Group's SMFG Position: Q2 2026 in Review

Fiduciary Financial Group opened a new position in Sumitomo Mitsui Financial (SMFG) in Q2 2026: 8,577 shares worth $202K. The stake represents 0.02% of the portfolio and ranks #364 among its holdings.

168 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Fiduciary Financial Group held 8,577 shares of Sumitomo Mitsui Financial worth $202K as of Q2 2026.
  • Sumitomo Mitsui Financial was a new Fiduciary Financial Group position in Q2 2026.
  • Sumitomo Mitsui Financial made up 0.02% of Fiduciary Financial Group's portfolio in Q2 2026, its #364 holding.
  • 168 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.