GRP
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Global Retirement Partners’s Sumitomo Mitsui Financial SMFG Stock Holding History

Global Retirement Partners’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 		$1.46M Buy
+62,091
New +$1.38M 0.02% 604
2025
Q4 		$656K Buy
33,928
+240
+0.7% +$4.16K 0.01% 819
2025
Q3 		$564K Buy
33,688
+4,434
+15% +$71K 0.01% 728
2025
Q2 		$442K Buy
+29,254
New +$421K 0.01% 768
2024
Q4 		$289K Buy
19,933
+11,166
+127% +$153K 0.01% 813
2024
Q3 		$111K Buy
8,767
+2,190
+33% +$28.9K ﹤0.01% 1194
2024
Q2 		$88.2K Buy
6,577
+239
+4% +$2.9K ﹤0.01% 1267
2024
Q1 		$74.6K Buy
6,338
+3,485
+122% +$37.4K ﹤0.01% 1214
2023
Q4 		$28.1K Sell
2,853
-16
-0.6% -$155 ﹤0.01% 1595
2023
Q3 		$27.2K Buy
2,869
+1,228
+75% +$11.4K ﹤0.01% 1527
2023
Q2 		$14.1K Sell
1,641
-70
-4% -$578 ﹤0.01% 1830
2023
Q1 		$13.7K Buy
1,711
+607
+55% +$5.14K ﹤0.01% 1800
2022
Q4 		$8.85K Buy
1,104
+221
+25% +$1.41K ﹤0.01% 1829
2022
Q3 		$5K Sell
883
-185
-17% -$1.12K ﹤0.01% 1953
2022
Q2 		$6K Buy
1,068
+229
+27% +$1.38K ﹤0.01% 1841
2022
Q1 		$5K Buy
+839
New +$5.98K ﹤0.01% 1909
2021
Q4 		– Sell
-1,898
Closed -$13K – 1546
2021
Q3 		$13K Buy
1,898
+894
+89% +$6.22K ﹤0.01% 1349
2021
Q2 		$7K Buy
+1,004
New +$7.2K ﹤0.01% 1493
2020
Q3 		– Sell
-1,331
Closed -$7K – 1708
2020
Q2 		$7K Sell
1,331
-1,385
-51% -$7.48K ﹤0.01% 1216
2020
Q1 		$13K Sell
2,716
-160
-6% -$1.03K ﹤0.01% 959
2019
Q4 		$21K Sell
2,876
-303
-10% -$2.18K ﹤0.01% 923
2019
Q3 		$22K Buy
3,179
+462
+17% +$3.16K ﹤0.01% 873
2019
Q2 		$19K Buy
2,717
+2,511
+1,219% +$17.8K ﹤0.01% 922
2019
Q1 		$1K Buy
+206
New +$1.47K ﹤0.01% 1481
2018
Q4 		– Sell
-142
Closed -$1K – 1549
2018
Q3 		$1K Hold
142
– – ﹤0.01% 1493
2018
Q2 		$1K Hold
142
– – ﹤0.01% 1488
2018
Q1 		$1K Buy
+142
New +$1.27K ﹤0.01% 1438

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

Global Retirement Partners's SMFG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Sumitomo Mitsui Financial (SMFG) in Q2 2026: 62,091 shares worth $1.46M. The stake represents 0.02% of the portfolio and ranks #604 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in SMFG as recently as Q4 2025.

Global Retirement Partners first reported a position in SMFG in Q1 2018 and has held it in 27 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Global Retirement Partners held 62,091 shares of Sumitomo Mitsui Financial worth $1.46M as of Q2 2026.
  • Sumitomo Mitsui Financial was a new Global Retirement Partners position in Q2 2026.
  • Sumitomo Mitsui Financial made up 0.02% of Global Retirement Partners's portfolio in Q2 2026, its #604 holding.
  • Global Retirement Partners first reported a position in Sumitomo Mitsui Financial in Q1 2018 and has held it in 27 quarters since.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.