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LRI Investments’s Sumitomo Mitsui Financial SMFG Stock Holding History

LRI 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 		$7.83K Buy
332
+168
+102% +$3.73K ﹤0.01% 1031
2026
Q1 		$3.24K Hold
164
– – ﹤0.01% 1191
2025
Q4 		$3.17K Hold
164
– – ﹤0.01% 1126
2025
Q3 		$2.75K Hold
164
– – ﹤0.01% 1159
2025
Q2 		$2.48K Hold
164
– – ﹤0.01% 1138
2025
Q1 		$2.54K Hold
164
– – ﹤0.01% 1074
2024
Q4 		$2.38K Hold
164
– – ﹤0.01% 1063
2024
Q3 		$2.34K Buy
+164
New +$2.17K ﹤0.01% 1059

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

LRI Investments's SMFG Position: Q2 2026 in Review

LRI Investments increased its Sumitomo Mitsui Financial (SMFG) stake by 102% in Q2 2026, buying an estimated $3.73K and bringing the position to 332 shares worth $7.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

LRI Investments first reported a position in SMFG in Q3 2024 and has held it in 8 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • LRI Investments held 332 shares of Sumitomo Mitsui Financial worth $7.83K as of Q2 2026.
  • LRI Investments bought 168 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $3.73K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1031 holding.
  • LRI Investments first reported a position in Sumitomo Mitsui Financial in Q3 2024 and has held it in 8 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.