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Keel Point’s Sumitomo Mitsui Financial SMFG Stock Holding History

Keel Point’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 		$282K Buy
11,952
+1,692
+16% +$37.6K 0.02% 396
2026
Q1 		$203K Sell
10,260
-6,852
-40% -$144K 0.01% 443
2025
Q4 		$331K Sell
17,112
-27
-0.2% -$468 0.02% 385
2025
Q3 		$287K Buy
17,139
+482
+3% +$7.72K 0.02% 420
2025
Q2 		$252K Buy
16,657
+361
+2% +$5.19K 0.02% 430
2025
Q1 		$252K Buy
16,296
+829
+5% +$12.6K 0.02% 386
2024
Q4 		$224K Sell
15,467
-1,330
-8% -$18.3K 0.02% 393
2024
Q3 		$212K Sell
16,797
-280
-2% -$3.7K 0.02% 411
2024
Q2 		$218K Buy
17,077
+3,819
+29% +$46.3K 0.02% 396
2024
Q1 		$156K Buy
13,258
+1,416
+12% +$15.2K 0.02% 372
2023
Q4 		$115K Buy
11,842
+1,042
+10% +$10.1K 0.01% 341
2023
Q3 		$106K Sell
10,800
-720
-6% -$6.66K 0.01% 310
2023
Q2 		$99.1K Sell
11,520
-2,720
-19% -$22.5K 0.01% 309
2023
Q1 		$114K Buy
14,240
+148
+1% +$1.25K 0.02% 299
2022
Q4 		$113K Sell
14,092
-982
-7% -$6.25K 0.02% 286
2022
Q3 		$83K Sell
15,074
-890
-6% -$5.37K 0.01% 244
2022
Q2 		$99K Buy
15,964
+3,484
+28% +$21K 0.02% 249
2022
Q1 		$78K Sell
12,480
-1,058
-8% -$7.54K 0.01% 262
2021
Q4 		$92K Buy
13,538
+1,145
+9% +$7.76K 0.01% 266
2021
Q3 		$87K Buy
12,393
+111
+0.9% +$772 0.01% 255
2021
Q2 		$85K Sell
12,282
-1,606
-12% -$11.5K 0.01% 263
2021
Q1 		$101K Buy
13,888
+2,454
+21% +$17.1K 0.01% 270
2020
Q4 		$71K Buy
11,434
+121
+1% +$710 0.01% 238
2020
Q3 		$63K Buy
+11,313
New +$64.8K 0.01% 214

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

Keel Point's SMFG Position: Q2 2026 in Review

Keel Point increased its Sumitomo Mitsui Financial (SMFG) stake by 16% in Q2 2026, buying an estimated $37.6K and bringing the position to 11,952 shares worth $282K. The position accounts for 0.02% of the portfolio, ranked #396.

Keel Point first reported a position in SMFG in Q3 2020 and has held it in 24 quarters since. The position peaked at $331K in Q4 2025. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Keel Point held 11,952 shares of Sumitomo Mitsui Financial worth $282K as of Q2 2026.
  • Keel Point bought 1,692 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $37.6K.
  • Sumitomo Mitsui Financial made up 0.02% of Keel Point's portfolio in Q2 2026, its #396 holding.
  • Keel Point first reported a position in Sumitomo Mitsui Financial in Q3 2020 and has held it in 24 quarters since.
  • Keel Point's Sumitomo Mitsui Financial position peaked at $331K in Q4 2025.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Keel Point's 13F filing for Q2 2026, filed 14 Aug 2026.