Five Oceans Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Five Oceans 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	$575K	Hold	24,405	–	–	0.19%	68
2026 Q1	$482K	Hold	24,405	–	–	0.17%	70
2025 Q4	$472K	Hold	24,405	–	–	0.17%	72
2025 Q3	$409K	Hold	24,405	–	–	0.15%	81
2025 Q2	$369K	Sell	24,405 -1,002	-4%	-$14.4K	0.16%	83
2025 Q1	$393K	Hold	25,407	–	–	0.19%	72
2024 Q4	$368K	Buy	25,407 +2,527	+11%	+$34.7K	0.17%	85
2024 Q3	$289K	Hold	22,880	–	–	0.14%	125
2024 Q2	$307K	Buy	22,880 +3,010	+15%	+$36.5K	0.16%	107
2024 Q1	$234K	Hold	19,870	–	–	0.12%	159
2023 Q4	$192K	Sell	19,870 -4,556	-19%	-$44.2K	0.11%	162
2023 Q3	$241K	Hold	24,426	–	–	0.15%	117
2023 Q2	$210K	Hold	24,426	–	–	0.14%	136
2023 Q1	$195K	Hold	24,426	–	–	0.13%	143
2022 Q4	$196K	Sell	24,426 -51	-0.2%	-$325	0.14%	140
2022 Q3	$135K	Buy	24,477 +7,327	+43%	+$44.2K	0.11%	126
2022 Q2	$101K	Buy	17,150 +725	+4%	+$4.38K	0.08%	125
2022 Q1	$103K	Buy	+16,425	New	+$117K	0.09%	116

Other funds holding SMFG

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Five Oceans Advisors's SMFG Position: Q2 2026 in Review

Five Oceans Advisors held its Sumitomo Mitsui Financial (SMFG) position steady in Q2 2026 at 24,405 shares worth $575K. The position accounts for 0.19% of the portfolio, ranked #68.

Five Oceans Advisors first reported a position in SMFG in Q1 2022 and has held it in 18 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Five Oceans Advisors held 24,405 shares of Sumitomo Mitsui Financial worth $575K as of Q2 2026.
Five Oceans Advisors left its Sumitomo Mitsui Financial share count unchanged in Q2 2026.
Sumitomo Mitsui Financial made up 0.19% of Five Oceans Advisors's portfolio in Q2 2026, its #68 holding.
Five Oceans Advisors first reported a position in Sumitomo Mitsui Financial in Q1 2022 and has held it in 18 quarters since.
460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Five Oceans Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.