First Trust Advisors
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First Trust Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

First Trust Advisors’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 		$4.44M Sell
188,474
-5,512
-3% -$122K ﹤0.01% 1653
2026
Q1 		$3.83M Buy
193,986
+53,666
+38% +$1.13M ﹤0.01% 1605
2025
Q4 		$2.71M Sell
140,320
-12,958
-8% -$225K ﹤0.01% 1744
2025
Q3 		$2.57M Sell
153,278
-110,652
-42% -$1.77M ﹤0.01% 1719
2025
Q2 		$3.99M Sell
263,930
-26,187
-9% -$377K ﹤0.01% 1470
2025
Q1 		$4.49M Sell
290,117
-19,341
-6% -$294K ﹤0.01% 1372
2024
Q4 		$4.48M Buy
+309,458
New +$4.25M ﹤0.01% 1421
2017
Q4 		– Sell
-10,007
Closed -$77K – 2455
2017
Q3 		$77K Sell
10,007
-208
-2% -$1.58K ﹤0.01% 2381
2017
Q2 		$80K Sell
10,215
-247
-2% -$1.83K ﹤0.01% 2350
2017
Q1 		$76K Sell
10,462
-1,002
-9% -$7.78K ﹤0.01% 2366
2016
Q4 		$88K Sell
11,464
-3,150
-22% -$22.9K ﹤0.01% 2403
2016
Q3 		$99K Sell
14,614
-705
-5% -$4.57K ﹤0.01% 2282
2016
Q2 		$88K Sell
15,319
-407,031
-96% -$2.49M ﹤0.01% 2249
2016
Q1 		$2.54M Sell
422,350
-455,980
-52% -$2.84M 0.01% 1177
2015
Q4 		$6.67M Sell
878,330
-58,473
-6% -$460K 0.02% 832
2015
Q3 		$7.15M Buy
936,803
+920,086
+5,504% +$7.73M 0.02% 807
2015
Q2 		$149K Buy
16,717
+374
+2% +$3.25K ﹤0.01% 2194
2015
Q1 		$126K Sell
16,343
-589
-3% -$4.4K ﹤0.01% 2198
2014
Q4 		$123K Sell
16,932
-1,246
-7% -$9.46K ﹤0.01% 2221
2014
Q3 		$149K Buy
18,178
+870
+5% +$7.13K ﹤0.01% 2183
2014
Q2 		$147K Sell
17,308
-1,190
-6% -$9.8K ﹤0.01% 2186
2014
Q1 		$160K Sell
18,498
-2,058,202
-99% -$19.3M ﹤0.01% 2206
2013
Q4 		$21.8M Sell
2,076,700
-16,202
-0.8% -$161K 0.11% 240
2013
Q3 		$20.4M Buy
2,092,902
+43,612
+2% +$414K 0.11% 237
2013
Q2 		$18.9M Buy
+2,049,290
New +$18.3M 0.12% 207

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

First Trust Advisors's SMFG Position: Q2 2026 in Review

First Trust Advisors reduced its Sumitomo Mitsui Financial (SMFG) stake by 2.8% in Q2 2026, selling an estimated $122K and leaving 188,474 shares worth $4.44M. The position accounts for ﹤0.01% of the portfolio, ranked #1653.

First Trust Advisors first reported a position in SMFG in Q2 2013 and has held it in 25 quarters since. The position peaked at $21.8M in Q4 2013. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • First Trust Advisors held 188,474 shares of Sumitomo Mitsui Financial worth $4.44M as of Q2 2026.
  • First Trust Advisors sold 5,512 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $122K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #1653 holding.
  • First Trust Advisors first reported a position in Sumitomo Mitsui Financial in Q2 2013 and has held it in 25 quarters since.
  • First Trust Advisors's Sumitomo Mitsui Financial position peaked at $21.8M in Q4 2013.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.