Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

Kayne Anderson Rudnick 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 		$9.95K Buy
422
+24
+6% +$533 ﹤0.01% 745
2026
Q1 		$7.86K Sell
398
-106
-21% -$2.23K ﹤0.01% 706
2025
Q4 		$9.76K Buy
504
+1
+0.2% +$17 ﹤0.01% 707
2025
Q3 		$8.43K Buy
503
+2
+0.4% +$32 ﹤0.01% 728
2025
Q2 		$7.58K Hold
501
– – ﹤0.01% 736
2025
Q1 		$7.76K Hold
501
– – ﹤0.01% 708
2024
Q4 		$7.27K Buy
501
+1
+0.2% +$14 ﹤0.01% 710
2024
Q3 		$6.32K Buy
500
+1
+0.2% +$13 ﹤0.01% 711
2024
Q2 		$6.7K Sell
499
-11
-2% -$133 ﹤0.01% 666
2024
Q1 		$6.01K Buy
510
+58
+13% +$622 ﹤0.01% 664
2023
Q4 		$4.38K Buy
452
+185
+69% +$1.79K ﹤0.01% 684
2023
Q3 		$2.63K Hold
267
– – ﹤0.01% 658
2023
Q2 		$2.3K Buy
267
+245
+1,114% +$2.02K ﹤0.01% 668
2023
Q1 		$176 Buy
+22
New +$186 ﹤0.01% 731

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

Kayne Anderson Rudnick Investment Management's SMFG Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management increased its Sumitomo Mitsui Financial (SMFG) stake by 6% in Q2 2026, buying an estimated $533 and bringing the position to 422 shares worth $9.95K. The position accounts for ﹤0.01% of the portfolio, ranked #745.

Kayne Anderson Rudnick Investment Management first reported a position in SMFG in Q1 2023 and has held it in 14 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Kayne Anderson Rudnick Investment Management held 422 shares of Sumitomo Mitsui Financial worth $9.95K as of Q2 2026.
  • Kayne Anderson Rudnick Investment Management bought 24 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $533.
  • Sumitomo Mitsui Financial made up ﹤0.01% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #745 holding.
  • Kayne Anderson Rudnick Investment Management first reported a position in Sumitomo Mitsui Financial in Q1 2023 and has held it in 14 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.