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Louisbourg Investments’s Sumitomo Mitsui Financial SMFG Stock Holding History

Louisbourg Investments’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 		$1.05M Hold
44,652
– – 0.19% 93
2026
Q1 		$882K Buy
44,652
+5,500
+14% +$116K 0.17% 101
2025
Q4 		$757K Buy
39,152
+12,500
+47% +$217K 0.15% 98
2025
Q3 		$446K Hold
26,652
– – 0.1% 104
2025
Q2 		$403K Hold
26,652
– – 0.09% 108
2025
Q1 		$412K Hold
26,652
– – 0.11% 104
2024
Q4 		$386K Hold
26,652
– – 0.1% 105
2024
Q3 		$337K Hold
26,652
– – 0.09% 108
2024
Q2 		$357K Hold
26,652
– – 0.1% 101
2024
Q1 		$314K Hold
26,652
– – 0.09% 102
2023
Q4 		$258K Buy
+26,652
New +$258K 0.08% 102

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

Louisbourg Investments's SMFG Position: Q2 2026 in Review

Louisbourg Investments held its Sumitomo Mitsui Financial (SMFG) position steady in Q2 2026 at 44,652 shares worth $1.05M. The position accounts for 0.19% of the portfolio, ranked #93.

Louisbourg Investments first reported a position in SMFG in Q4 2023 and has held it in 11 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • Louisbourg Investments held 44,652 shares of Sumitomo Mitsui Financial worth $1.05M as of Q2 2026.
  • Louisbourg Investments left its Sumitomo Mitsui Financial share count unchanged in Q2 2026.
  • Sumitomo Mitsui Financial made up 0.19% of Louisbourg Investments's portfolio in Q2 2026, its #93 holding.
  • Louisbourg Investments first reported a position in Sumitomo Mitsui Financial in Q4 2023 and has held it in 11 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on Louisbourg Investments's 13F filing for Q2 2026, filed 23 Jul 2026.