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Gradient Investments’s Sumitomo Mitsui Financial SMFG Stock Holding History

Gradient Investments’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 		$5.93M Buy
251,341
+14,577
+6% +$324K 0.08% 182
2026
Q1 		$4.68M Buy
236,764
+127,932
+118% +$2.69M 0.07% 197
2025
Q4 		$2.1M Buy
108,832
+35,482
+48% +$615K 0.03% 198
2025
Q3 		$1.23M Buy
73,350
+30,024
+69% +$481K 0.02% 236
2025
Q2 		$655K Buy
43,326
+8,508
+24% +$122K 0.01% 269
2025
Q1 		$538K Buy
34,818
+341
+1% +$5.19K 0.01% 238
2024
Q4 		$500K Sell
34,477
-13,390
-28% -$184K 0.01% 223
2024
Q3 		$605K Sell
47,867
-705
-1% -$9.31K 0.01% 206
2024
Q2 		$651K Sell
48,572
-207
-0.4% -$2.51K 0.01% 210
2024
Q1 		$574K Sell
48,779
-3,933
-7% -$42.2K 0.01% 208
2023
Q4 		$510K Sell
52,712
-3,983
-7% -$38.6K 0.01% 251
2023
Q3 		$558K Buy
56,695
+1,110
+2% +$10.3K 0.01% 216
2023
Q2 		$478K Sell
55,585
-871
-2% -$7.2K 0.01% 234
2023
Q1 		$452K Sell
56,456
-13,431
-19% -$114K 0.01% 233
2022
Q4 		$560K Sell
69,887
-3,183
-4% -$20.3K 0.02% 210
2022
Q3 		$402K Buy
+73,070
New +$441K 0.01% 233

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

Gradient Investments's SMFG Position: Q2 2026 in Review

Gradient Investments increased its Sumitomo Mitsui Financial (SMFG) stake by 6.2% in Q2 2026, buying an estimated $324K and bringing the position to 251,341 shares worth $5.93M. The position accounts for 0.08% of the portfolio, ranked #182.

Gradient Investments first reported a position in SMFG in Q3 2022 and has held it in 16 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Gradient Investments held 251,341 shares of Sumitomo Mitsui Financial worth $5.93M as of Q2 2026.
  • Gradient Investments bought 14,577 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $324K.
  • Sumitomo Mitsui Financial made up 0.08% of Gradient Investments's portfolio in Q2 2026, its #182 holding.
  • Gradient Investments first reported a position in Sumitomo Mitsui Financial in Q3 2022 and has held it in 16 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.