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IEQ Capital’s Sumitomo Mitsui Financial SMFG Stock Holding History

IEQ Capital’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 		$3.83M Buy
162,467
+16,976
+12% +$377K 0.02% 582
2026
Q1 		$2.87M Buy
145,491
+21,682
+18% +$455K 0.01% 650
2025
Q4 		$2.39M Buy
123,809
+12,648
+11% +$219K 0.01% 735
2025
Q3 		$1.86M Buy
111,161
+48,525
+77% +$777K 0.01% 790
2025
Q2 		$946K Buy
62,636
+18,234
+41% +$262K 0.01% 878
2025
Q1 		$686K Buy
44,402
+2,815
+7% +$42.8K 0.01% 863
2024
Q4 		$603K Buy
41,587
+3,665
+10% +$50.3K 0.01% 789
2024
Q3 		$479K Buy
37,922
+1,889
+5% +$24.9K 0.01% 767
2024
Q2 		$483K Buy
36,033
+5,336
+17% +$64.6K 0.01% 667
2024
Q1 		$361K Buy
30,697
+5,250
+21% +$56.3K 0.01% 724
2023
Q4 		$246K Buy
25,447
+6,284
+33% +$60.9K ﹤0.01% 784
2023
Q3 		$189K Buy
19,163
+4,358
+29% +$40.3K ﹤0.01% 843
2023
Q2 		$127K Buy
14,805
+4,612
+45% +$38.1K ﹤0.01% 840
2023
Q1 		$81.5K Sell
10,193
-3,405
-25% -$28.8K ﹤0.01% 861
2022
Q4 		$109K Sell
13,598
-8,758
-39% -$55.8K ﹤0.01% 767
2022
Q3 		$123K Buy
22,356
+1,990
+10% +$12K ﹤0.01% 792
2022
Q2 		$120K Sell
20,366
-3,117
-13% -$18.8K ﹤0.01% 761
2022
Q1 		$147K Buy
+23,483
New +$167K ﹤0.01% 779

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

IEQ Capital's SMFG Position: Q2 2026 in Review

IEQ Capital increased its Sumitomo Mitsui Financial (SMFG) stake by 12% in Q2 2026, buying an estimated $377K and bringing the position to 162,467 shares worth $3.83M. The position accounts for 0.02% of the portfolio, ranked #582.

IEQ Capital first reported a position in SMFG in Q1 2022 and has held it in 18 quarters since. 460 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • IEQ Capital held 162,467 shares of Sumitomo Mitsui Financial worth $3.83M as of Q2 2026.
  • IEQ Capital bought 16,976 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $377K.
  • Sumitomo Mitsui Financial made up 0.02% of IEQ Capital's portfolio in Q2 2026, its #582 holding.
  • IEQ Capital first reported a position in Sumitomo Mitsui Financial in Q1 2022 and has held it in 18 quarters since.
  • 460 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.