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GAMMA Investing’s Sumitomo Mitsui Financial SMFG Stock Holding History

GAMMA Investing’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 		$1M Buy
42,429
+6,282
+17% +$140K 0.04% 399
2026
Q1 		$714K Buy
36,147
+3,058
+9% +$64.2K 0.03% 444
2025
Q4 		$640K Buy
33,089
+2,104
+7% +$36.5K 0.03% 443
2025
Q3 		$519K Buy
30,985
+1,803
+6% +$28.9K 0.03% 500
2025
Q2 		$441K Buy
29,182
+1,439
+5% +$20.7K 0.03% 528
2025
Q1 		$429K Buy
27,743
+4,588
+20% +$69.8K 0.03% 473
2024
Q4 		$336K Buy
23,155
+4,479
+24% +$61.5K 0.03% 503
2024
Q3 		$236K Buy
18,676
+3,299
+21% +$43.6K 0.02% 547
2024
Q2 		$206K Buy
15,377
+3,206
+26% +$38.8K 0.03% 493
2024
Q1 		$143K Buy
12,171
+2,014
+20% +$21.6K 0.03% 503
2023
Q4 		$105K Buy
+10,157
New +$98.5K 0.03% 532

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

GAMMA Investing's SMFG Position: Q2 2026 in Review

GAMMA Investing increased its Sumitomo Mitsui Financial (SMFG) stake by 17% in Q2 2026, buying an estimated $140K and bringing the position to 42,429 shares worth $1M. The position accounts for 0.04% of the portfolio, ranked #399.

GAMMA Investing first reported a position in SMFG in Q4 2023 and has held it in 11 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • GAMMA Investing held 42,429 shares of Sumitomo Mitsui Financial worth $1M as of Q2 2026.
  • GAMMA Investing bought 6,282 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $140K.
  • Sumitomo Mitsui Financial made up 0.04% of GAMMA Investing's portfolio in Q2 2026, its #399 holding.
  • GAMMA Investing first reported a position in Sumitomo Mitsui Financial in Q4 2023 and has held it in 11 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.