GW&K Investment Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

GW&K Investment Management’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	$34K	Buy	1,421 +6	+0.4%	+$133	﹤0.01%	675
2026 Q1	$28K	Buy	1,415 +435	+44%	+$9.14K	﹤0.01%	682
2025 Q4	$19K	Hold	980	–	–	﹤0.01%	759
2025 Q3	$16K	Hold	980	–	–	﹤0.01%	790
2025 Q2	$15K	Hold	980	–	–	﹤0.01%	776
2025 Q1	$15K	Hold	980	–	–	﹤0.01%	718
2024 Q4	$14K	Hold	980	–	–	﹤0.01%	703
2024 Q3	$12K	Hold	980	–	–	﹤0.01%	740
2024 Q2	$13K	Buy	980 +53	+6%	+$642	﹤0.01%	665
2024 Q1	$11K	Buy	927 +60	+7%	+$644	﹤0.01%	684
2023 Q4	$8K	Hold	867	–	–	﹤0.01%	756
2023 Q3	$9K	Sell	867 -6	-0.7%	-$55	﹤0.01%	644
2023 Q2	$8K	Buy	+873	New	+$7.21K	﹤0.01%	690

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 22.9% 1-Year Est. Return

GW&K Investment Management's SMFG Position: Q2 2026 in Review

GW&K Investment Management increased its Sumitomo Mitsui Financial (SMFG) stake by 0.42% in Q2 2026, buying an estimated $133 and bringing the position to 1,421 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

GW&K Investment Management first reported a position in SMFG in Q2 2023 and has held it in 13 quarters since. 462 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

GW&K Investment Management held 1,421 shares of Sumitomo Mitsui Financial worth $34K as of Q2 2026.
GW&K Investment Management bought 6 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $133.
Sumitomo Mitsui Financial made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #675 holding.
GW&K Investment Management first reported a position in Sumitomo Mitsui Financial in Q2 2023 and has held it in 13 quarters since.
462 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.