Halbert Hargrove Global Advisors’s Sumitomo Mitsui Financial SMFG Stock Holding History

Halbert Hargrove Global 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	$1.45K	Buy	+62	New	+$1.38K	﹤0.01%	413
2025 Q2	–	Sell	-49	Closed	-$758	–	598
2025 Q1	$758	Buy	+49	New	+$745	﹤0.01%	469
2021 Q4	–	Sell	-14,257	Closed	-$100K	–	169
2021 Q3	$100K	Buy	14,257 +217	+2%	+$1.51K	0.01%	147
2021 Q2	$97K	Buy	14,040 +518	+4%	+$3.71K	0.01%	152
2021 Q1	$98K	Hold	13,522	–	–	0.01%	133
2020 Q4	$83K	Buy	+13,522	New	+$79.3K	0.01%	117

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

Halbert Hargrove Global Advisors's SMFG Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Sumitomo Mitsui Financial (SMFG) in Q2 2026: 62 shares worth $1.45K. The stake represents ﹤0.01% of the portfolio and ranks #413 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in SMFG as recently as Q1 2025.

Halbert Hargrove Global Advisors first reported a position in SMFG in Q4 2020 and has held it in 6 quarters since. The position peaked at $100K in Q3 2021. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Halbert Hargrove Global Advisors held 62 shares of Sumitomo Mitsui Financial worth $1.45K as of Q2 2026.
Sumitomo Mitsui Financial was a new Halbert Hargrove Global Advisors position in Q2 2026.
Sumitomo Mitsui Financial made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #413 holding.
Halbert Hargrove Global Advisors first reported a position in Sumitomo Mitsui Financial in Q4 2020 and has held it in 6 quarters since.
Halbert Hargrove Global Advisors's Sumitomo Mitsui Financial position peaked at $100K in Q3 2021.
460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.