Klingman & Associates’s Sumitomo Mitsui Financial SMFG Stock Holding History

Klingman & Associates’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	$202K	Buy	+8,566	New	+$190K	0.01%	344

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

Klingman & Associates's SMFG Position: Q2 2026 in Review

Klingman & Associates opened a new position in Sumitomo Mitsui Financial (SMFG) in Q2 2026: 8,566 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #344 among its holdings.

458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

Klingman & Associates held 8,566 shares of Sumitomo Mitsui Financial worth $202K as of Q2 2026.
Sumitomo Mitsui Financial was a new Klingman & Associates position in Q2 2026.
Sumitomo Mitsui Financial made up 0.01% of Klingman & Associates's portfolio in Q2 2026, its #344 holding.
458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.