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Financial Management Professionals’s Sumitomo Mitsui Financial SMFG Stock Holding History

Financial Management Professionals’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 		$27.3K Sell
1,141
-86
-7% -$1.91K ﹤0.01% 383
2026
Q1 		$24.2K Sell
1,227
-230
-16% -$4.83K ﹤0.01% 365
2025
Q4 		$28.2K Hold
1,457
– – ﹤0.01% 330
2025
Q3 		$24.4K Sell
1,457
-69
-5% -$1.1K ﹤0.01% 358
2025
Q2 		$23.1K Sell
1,526
-878
-37% -$12.6K ﹤0.01% 390
2025
Q1 		$37.2K Buy
2,404
+1,127
+88% +$17.1K ﹤0.01% 304
2024
Q4 		$18.5K Hold
1,277
– – ﹤0.01% 421
2024
Q3 		$16K Buy
1,277
+195
+18% +$2.58K ﹤0.01% 453
2024
Q2 		$15K Buy
1,082
+243
+29% +$2.94K ﹤0.01% 433
2024
Q1 		$10K Hold
839
– – ﹤0.01% 544
2023
Q4 		$8K Buy
839
+26
+3% +$252 ﹤0.01% 585
2023
Q3 		$8K Sell
813
-360
-31% -$3.33K ﹤0.01% 536
2023
Q2 		$10K Sell
1,173
-104
-8% -$859 ﹤0.01% 541
2023
Q1 		$10K Buy
1,277
+146
+13% +$1.24K ﹤0.01% 569
2022
Q4 		$9K Sell
1,131
-222
-16% -$1.41K ﹤0.01% 534
2022
Q3 		$7K Hold
1,353
– – ﹤0.01% 553
2022
Q2 		$8K Sell
1,353
-215
-14% -$1.3K ﹤0.01% 542
2022
Q1 		$10K Buy
1,568
+168
+12% +$1.2K ﹤0.01% 532
2021
Q4 		$10K Buy
+1,400
New +$9.48K ﹤0.01% 487

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

Financial Management Professionals's SMFG Position: Q2 2026 in Review

Financial Management Professionals reduced its Sumitomo Mitsui Financial (SMFG) stake by 7% in Q2 2026, selling an estimated $1.91K and leaving 1,141 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Financial Management Professionals first reported a position in SMFG in Q4 2021 and has held it in 19 quarters since. The position peaked at $37.2K in Q1 2025. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Financial Management Professionals held 1,141 shares of Sumitomo Mitsui Financial worth $27.3K as of Q2 2026.
  • Financial Management Professionals sold 86 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $1.91K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #383 holding.
  • Financial Management Professionals first reported a position in Sumitomo Mitsui Financial in Q4 2021 and has held it in 19 quarters since.
  • Financial Management Professionals's Sumitomo Mitsui Financial position peaked at $37.2K in Q1 2025.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.