MCM
SMFG icon

MAI Capital Management’s Sumitomo Mitsui Financial SMFG Stock Holding History

MAI Capital 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 		$320K Buy
13,484
+4,313
+47% +$95.8K ﹤0.01% 1552
2026
Q1 		$181K Buy
9,171
+6,948
+313% +$146K ﹤0.01% 1518
2025
Q4 		$43K Buy
2,223
+280
+14% +$4.85K ﹤0.01% 2103
2025
Q3 		$32.5K Sell
1,943
-9,370
-83% -$150K ﹤0.01% 2161
2025
Q2 		$171K Buy
11,313
+11,090
+4,973% +$159K ﹤0.01% 1248
2025
Q1 		$3.44K Hold
223
– – ﹤0.01% 2837
2024
Q4 		$3.23K Buy
+223
New +$3.06K ﹤0.01% 2910
2022
Q2 		– Sell
-14,087
Closed -$88K – 959
2022
Q1 		$88K Sell
14,087
-467
-3% -$3.33K ﹤0.01% 859
2021
Q4 		$99K Buy
14,554
+427
+3% +$2.89K ﹤0.01% 858
2021
Q3 		$99K Buy
14,127
+3,156
+29% +$22K ﹤0.01% 754
2021
Q2 		$76K Sell
10,971
-257
-2% -$1.84K ﹤0.01% 736
2021
Q1 		$81K Buy
11,228
+183
+2% +$1.27K ﹤0.01% 698
2020
Q4 		$68K Buy
+11,045
New +$64.8K ﹤0.01% 654
2020
Q2 		– Sell
-10,454
Closed -$50K – 570
2020
Q1 		$50K Hold
10,454
– – ﹤0.01% 523
2019
Q4 		$77K Hold
10,454
– – ﹤0.01% 570
2019
Q3 		$72K Sell
10,454
-10,456
-50% -$71.4K ﹤0.01% 510
2019
Q2 		$148K Hold
20,910
– – 0.01% 514
2019
Q1 		$147K Sell
20,910
-3,648
-15% -$26.1K 0.01% 450
2018
Q4 		$160K Buy
24,558
+6,208
+34% +$46.3K 0.01% 417
2018
Q3 		$147K Sell
18,350
-826
-4% -$6.53K 0.01% 459
2018
Q2 		$149K Hold
19,176
– – 0.01% 460
2018
Q1 		$163K Hold
19,176
– – 0.01% 441
2017
Q4 		$167K Buy
+19,176
New +$155K 0.01% 454

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

MAI Capital Management's SMFG Position: Q2 2026 in Review

MAI Capital Management increased its Sumitomo Mitsui Financial (SMFG) stake by 47% in Q2 2026, buying an estimated $95.8K and bringing the position to 13,484 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #1552.

MAI Capital Management first reported a position in SMFG in Q4 2017 and has held it in 23 quarters since. 458 funds tracked by Wall St. Rank hold SMFG as of Q2 2026.

  • MAI Capital Management held 13,484 shares of Sumitomo Mitsui Financial worth $320K as of Q2 2026.
  • MAI Capital Management bought 4,313 Sumitomo Mitsui Financial shares in Q2 2026, an estimated $95.8K.
  • Sumitomo Mitsui Financial made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1552 holding.
  • MAI Capital Management first reported a position in Sumitomo Mitsui Financial in Q4 2017 and has held it in 23 quarters since.
  • 458 funds tracked by Wall St. Rank held Sumitomo Mitsui Financial as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.