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SMFG icon

Inspire Investing’s Sumitomo Mitsui Financial SMFG Stock Holding History

Inspire Investing’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 		$1.39K Sell
59
-126
-68% -$2.8K ﹤0.01% 1167
2026
Q1 		$3.65K Buy
185
+11
+6% +$231 ﹤0.01% 986
2025
Q4 		$3.35K Buy
+174
New +$3.02K ﹤0.01% 968
2024
Q2 		– Sell
-10,151
Closed -$119K – 821
2024
Q1 		$119K Buy
+10,151
New +$109K 0.01% 787
2023
Q4 		– Sell
-11,047
Closed -$109K – 822
2023
Q3 		$109K Sell
11,047
-387
-3% -$3.58K 0.01% 787
2023
Q2 		$98.3K Buy
11,434
+266
+2% +$2.2K 0.01% 781
2023
Q1 		$89.3K Sell
11,168
-3,553
-24% -$30.1K 0.01% 775
2022
Q4 		$118K Sell
14,721
-885
-6% -$5.64K 0.02% 738
2022
Q3 		$86K Buy
15,606
+49
+0.3% +$296 0.01% 751
2022
Q2 		$92K Buy
15,557
+835
+6% +$5.04K 0.01% 759
2022
Q1 		$92K Sell
14,722
-829
-5% -$5.91K 0.01% 785
2021
Q4 		$106K Buy
15,551
+195
+1% +$1.32K 0.01% 781
2021
Q3 		$108K Buy
15,356
+826
+6% +$5.75K 0.01% 792
2021
Q2 		$100K Buy
14,530
+603
+4% +$4.32K 0.01% 592
2021
Q1 		$101K Sell
13,927
-381
-3% -$2.65K 0.02% 594
2020
Q4 		$88K Buy
14,308
+932
+7% +$5.47K 0.02% 621
2020
Q3 		$75K Buy
13,376
+1,163
+10% +$6.67K 0.02% 428
2020
Q2 		$69K Buy
12,213
+267
+2% +$1.44K 0.02% 480
2020
Q1 		$57K Buy
11,946
+1,140
+11% +$7.34K 0.02% 540
2019
Q4 		$80K Buy
+10,806
New +$77.7K 0.03% 347
2018
Q1 		– Sell
-7,608
Closed -$66K – 621
2017
Q4 		$66K Buy
+7,608
New +$61.7K 0.06% 241

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

Inspire Investing's SMFG Position: Q2 2026 in Review

Inspire Investing reduced its Sumitomo Mitsui Financial (SMFG) stake by 68% in Q2 2026, selling an estimated $2.8K and leaving 59 shares worth $1.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

Inspire Investing first reported a position in SMFG in Q4 2017 and has held it in 21 quarters since. The position peaked at $119K in Q1 2024. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Inspire Investing held 59 shares of Sumitomo Mitsui Financial worth $1.39K as of Q2 2026.
  • Inspire Investing sold 126 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $2.8K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Inspire Investing's portfolio in Q2 2026, its #1167 holding.
  • Inspire Investing first reported a position in Sumitomo Mitsui Financial in Q4 2017 and has held it in 21 quarters since.
  • Inspire Investing's Sumitomo Mitsui Financial position peaked at $119K in Q1 2024.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.